Meet Our Professionals
We're always up to something good!
CFP®, President, Adviser
CPWA®, ChFC®, Financial Adviser
CRPC®, Chartered Retirement Planning Counselor℠
Office Manager & Client Services
The TIMI business model is designed to treat all of our clients equally and fairly. We realized long ago that the financial industry dedicated many resources to capture money from prospective clients but much less on service and accountability for existing clients. At TIMI, we listen carefully, keep in touch and return your calls/communications as quickly as we can. We insist that you count on us. We believe that if you always rely on us, we can work effectively to optimize your financial world and solve your problems. We want to KNOW YOU; We want to help you and your family!