Tim is a partner with Plante Moran Financial Advisors. Known for his ability to explain complex issues to help his clients understand the changing economic markets and meet their financial goals. Tim specializes in the coordination of holistic wealth management services for high net worth individuals and families. Areas of expertise include personal financial planning, investment consulting, and income and estate planning.
Tim was selected as one of Business Review-West Michigan’s 40 Business Leaders Under 40 for 2007, which recognizes the best and brightest business leaders in West-Michigan under the age of 40. He earned his Certified Investment Management Analyst designation from the Investment Management Consultants Association. Earning the designation involved coursework and examination at the Wharton School of Business at the University of Pennsylvania. Tim has a B.S. from Purdue University and an M.B.A. in finance from Loyola University of Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.