Tim’s interest in this industry began almost immediately after college, as a new Lieutenant in the Air Force. A representative from a large national investment company approached him to join their program. He was excited and intrigued by the concept of investing, but after in-depth consideration, he could not connect how their institution’s program would get him where he wanted to go. He concluded they were not a good match, however he gained a conviction providing financial services and advice was definitely where he wanted to go.
He was confident he could engage clients in more collaborative fashions and offer a more personal approach to financial services. The personal application of his life-long education for designing plans and understanding financial markets allowed him to achieve his own goals. Along the way, he further enhanced his aptitude for financial planning and understanding financial markets. He continues to apply his analytical skills towards financial planning and fulfill his passion for investing by serving Clients through Link Wealth Management.
Tim brings over 20 years of investment experience and evolution of quantitative investment models. His educational background include a BS in Mechanical Engineering from Lehigh University, MS in Aeronautical Engineering from the Air Force Institute of Technology, an MBA from Boise State University, and Series 7 & 66 (combination of 63 and 65).