CREDENTIALS

• Certified Financial Planner™
• Financial Planning Association Member

CAREER HIGHLIGHTS

CPA Wealth Management Services

• Develops and implements planning strategies for affluent individuals that provides them with confidence that they can create the great financial future they desire
• Develops and implements customized retirement planning strategies for entrepreneurs to simplify and improve the performance of their retirement plans
  

EDUCATION

• Nova Southeastern University: BS – Accounting
• University of Miami: MBA
• College for Financial Planning: CFP Certification Program

PROFESSIONAL

• Brevard County Estate Planning Council: Director

CIVIC

• Lead Brevard: Class of 2006
• Junior Achievement of E. Central Florida: Teacher

What's Tim doing now?

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