Passcode: @Q!f.83z
Tim attended Point Park University where he pursued finance, business, and accounting. He started with a Guardian agency as he was attracted to the Leap philosophy and didn't feel like he was just selling stuff. After a few years, he realized that the focus was selling insurance, and he started his mission of doing full financial planning. He has since left to build his ideal practice with like minded people at Valent Wealth.
Tim believes his soul purpose is to add value to people's financial lives. Value creation is the basis of his financial planning practice and drives every client interaction. He values long term deep relationships with clients, frankly it's way more fulfilling for him as opposed to selling or representing financial products. Therefore he is able to create and maintain mutually valuable relationships and also help those people that his clients care about personally or respect professionally. As every individual and business are different, each plan is carefully co-created specific to each client.
Tim's personal passions are spending time with his wife (Missy) and kids (Nadia & Colin). They love to travel and see the world.