Tim joined Sentinel Group in 2020 as a Senior Financial Planner. As part of Sentinel's Private Client Group, Tim offers fee-based investment management and financial planning services to businesses, individuals and their families. As an Investment Advisor Representative with Sentinel Pension Advisors, Tim provides education and guidance to plan participants to help maximize their retirement benefits in an effort to become retirement ready.
Tim has over 30 years of experience providing tax-efficient, wealth preservation and transfer solutions for high net worth families, executives and business owners. Tim previously worked as a practicing attorney concentrating in Estate Planning, Probate, Taxation and Business Transactions as well as a Financial Advisor with a large financial wire house prior to joining Alliance Benefit Group of Michigan in 2012.
Educational Background and Certifications
University of Michigan School of Law – Juris Doctor
University of Michigan Ross School of Business – B.A., Business Administration – Finance
FINRA Series 66 & 7
State of Michigan – Life, Accident and Health Insurance licenses