“For the first time working with a financial advisor, I feel confidence and trust in leaning on the advice received. Tim takes the time to understand my individual financial situation and goals and takes even more time to educate me in a way that I can rest assured that my finances are in good hands. I simply do not brood over the state of the economy or world as it relates to my financial future. Tim has put those concerns to rest, and I am finally at peace with my investments.”

– Dr. James B.