By Nels Dale on October 7, 2024 Verified by Google

Trusted advisor who I know has my best interest in mind. I have been so fortunate to have known Tim for as long as I have. Ann is great!

By Megan DeFrain on June 8, 2023 Verified by Google

Tim is an excellent financial advisor with impeccable ethics. He is well respected throughout the local community, and has served several members of our family. Anyone should feel very confident working with Tim and his amazing assistant, Ann. Highly recommend.

By Siobhan Byrd on February 8, 2022 Verified by Google

Tim is a trustworthy advisor. Upon our initial visit, I communicated a few unordered priorities, and he followed up with presenting options for various ways to accommodate all as well as prioritize each with the pros and cons, along with a recommendation for which he thought was most beneficial. He’s a true advisor, offering analysis allowing me to make informed decisions.
His assistant, Anne, is extremely knowledgeable and helpful. I’ve recommended them to several friends.

By G M on January 3, 2022 Verified by Google

Tim and Ann are great to work with. Very professional.

By Tonina Moore on January 13, 2020 Verified by Google

They do not help. Don't waste your time.