PROFESSIONAL PROFILE
Tim is a Vice President - Financial Advisor and is a Portfolio Manager in the Personal investment Advisory™ program
Tim adheres to a disciplined process, with an emphasis on fully understanding who you are and what matters most to you. With this intimate knowledge about what you value most, Tim is able to help you establish objectives, develop an appropriate strategy and recomend solutions. He draws upon the breadth and depth of Merrill Lynch's investment, financial and banking options to connect all the pieces of your financial life. Tim can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keeping your strategies consistent with any changes that may take place in your life and/or business.
He joined the industry in 1999 and came to Merrill Lynch in 2008. Tim has earned the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.
He graduated Magna Cum Laude with an Honors Bachelor of Science in Business Administration from Saint Louis University. He enjoyed majoring in Finance. Tim then earned his Masters in Business Administration at Washington University in St. Louis.
He is a Unit Commissioner and Crew Advisor in the Boy Scouts of America. He is an Eagle Scout. He was awarded the Silver Beaver Award in 2008 by the Greater St. Louis Area Council of the BSA.
Tim is a member of Rotary and is the 253rd person in the world to be recieve the Cliff Dochterman Award.
Tim is a Past President of the DeSmet High School Men's Club.
Tim lives in St. Louis with his wife Elizabeth. Their two sons, Tim and Mark, are also Eagle Scouts.
Suzi entered the industry in 1973 and has been working with Tim since 2004. She is fully licensed as a Registered Client Associate and helps Tim implement customized investment strategies.
Suzi is the go-to person for setting up credit cards, automatic deposits, answering statement questions and setting up client accounts.