Tim has significant experience with employer benefits, both required and voluntary, key employee retention strategies, as well as business succession and preservation techniques. He holds his Chartered Retirement Plans Specialist (CRPS) designation from the College of Financial Planning, where he also earned his Accredited Wealth Management Advisor designation. Tim is an Accredited Investment Fiduciary*, an achievement awarded by the Boston Institute of Finance. He is a lifetime member of the Manchester Who's,WhoTM Directory, and is consistently acknowledged by Lincoln Financial Advisors Corp. for his commitment and success in his growing client base. Tim earned his Bachelor of Science degree in the Finance from Fairmont State College, and he currently lives in Morgantown, West Virginia with his wife and son. His hobbies include billiards, golf, football, hunting and other outdoor activities.
*Use of the AIF designation does not imply that the Lincoln Financial Advisors Corp. or its Investment Advisor Representatives may act in fiduciary capacity for ERISA plans.