Tim began working with retirement plans in 1998 and brings over 20 years of institutional retirement plan and wealth management experience to his role as Investment Advisor Representative and Retirement Plan Relationship Manager at Duncan Financial Group.
Tim works closely with potential and existing retirement clients on evaluating plan design, administration, investments, compliance, fiduciary responsibility, and ERISA regulatory matters. His primary goals when working with companies on their retirement plans are to simplify the plan management for the plan sponsor, lower plan expenses, and assist the plan participants in reaching their retirement goals, enabling them to retire with a sustainable retirement income.
Tim currently holds FINRA Series 6, 7, 63, and 65 licenses as well as Life and Health insurance. He obtained the Accredited Investment Fiduciary™ designation in 2015 and the Accredited Retirement Plan Consultant designation in 2020. As an independent Investment Advisor Representative, Tim provides objective financial advice for his individual clients with a high level of personal service.