Knowledge Powered by experience

Tim and his select team of UBS investment strategists offer his clients a customized approach in investment management, income management, and financial planning.

Tim has been serving successful investors and wealthy families since 1998.  Prior to joining UBS, he was an investment advisor for Merrill Lynch.  Prior to Merrill Lynch, Tim worked for Eli Lilly and Abbott Labs.

Tim grew up in Naperville, Illinois and graduated from DePauw University.  He is an avid golfer and enjoys spending time with his two sons and his wife, Patsy.  They live in Carmel, Indiana.

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