Tim is a Portfolio Manager and works with Formidable’s clients to build long-term, individualized financial plans.
Tim is a Certified Financial Planner who views his clients’ financial pictures on a case-by-case basis, working to understand their preferences, their risk tolerance and goals, and then creating a personalized, strategic plan.
Tim has 12 years of professional experience in financial services and has been investing since he held his first job at the age of 15. He uses his experience to discover strategies for growth and investments that have the potential to add value over the long term.
Tim earned a Bachelor’s degree in Philosophy and Economics from Xavier University. He’s volunteered with the Autism Society of Greater Cincinnati and with Kids Hope International.
He and his wife, Christine, own a small health and wellness business in Liberty Township, Ohio. They live in West Chester with their three children.