A member of the Northwest Wealth Management Group, Tim specializes in wealth management strategies and a full complement of financial planning, and trust and banking services. As a Wealth Advisor, Tim understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services and solutions are developed and delivered to help you pursue your goals. That’s why he offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.

• B.A. - Business Administration - University of Cincinnati

• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of Ohio - Life, Health, Accident Insurance & Variable Annuities
• Series 7, General Securities Representative

• Board Member - Cincinnati Symphony Orchestra
• Board Member - The Friends of CCM
• Member - Cincinnati Executives Association
• Board Member - The Carnegie Visual & Performing Arts Center
• Board Member - Bach Association of Cincinnati

AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV