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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Tim has been in the Financial Services Industry for over a decade, advising individuals, business owners and CPAs. He served eight years in the US Army as a Legal Specialist and Tax Advisor.

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Paris has been in the financial services industry for over a decade. He has served his clients in a number of specialized areas including mortgage lending, property & casualty, Medicare Advantage and Supplement health insurance plans.

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