Director of Wealth Advisory

• May 2023 - Present

As a key piece of the unique four-person service team at Members' Wealth, Tim serves as the Director of Wealth Advisory, leading the financial planning component of the service offering. Collaborating with all departments at Members’ Wealth, Tim drives our service offering to individuals, families, and institutional clients to help them meet their financial goals and solve complex planning issues. As a key piece of the unique four-person service team at Members' Wealth, Tim serves as the Director of Wealth Advisory, leading the financial planning component of the service offering. Collaborating with all departments at Members’ Wealth, Tim drives our service offering to individuals, families, and institutional clients to help them meet their financial goals and solve complex planning issues.

Wealth Advisor

• Aug 2014 - May 2023

Regional Director, Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company

• Oct 2009 - Aug 2014

Tim was responsible for coordinating advisory sales activities in the southeast region of the United States. He worked closely with Broker Dealers, RIAs and Independent advisors across his respective territory to provide investment advice and business management solutions. Day to day sales activities included public speaking and selling investment advisory solutions to advisors utilizing a consulatative sales approach. Tim was responsible for coordinating advisory sales activities in the southeast region of the United States. He worked closely with Broker Dealers, RIAs and Independent advisors across his respective territory to provide investment advice and business management solutions. Day to day sales activities included public speaking and selling investment advisory solutions to advisors utilizing a consulatative sales approach.

Investment Consultant

• Dec 2008 - Oct 2009

Consultant for fee based programs. Consultant for fee based programs.

Sales Associate, High Yield and Structured Products

• Jun 2006 - Jun 2008

Tim’s job responsibilities included cultivating relationships, marketing proprietary research and conducting fixed income trades with Piper Jaffray’s institutional clients. Tim’s job responsibilities included cultivating relationships, marketing proprietary research and conducting fixed income trades with Piper Jaffray’s institutional clients.

Relationship Manager, Lockwood Advisors,Inc, an affiliate of Pershing, A BNY Mellon Company

• Jun 2004 - Jun 2006

• Assigned as the primary contact to multiple institutional clients to provide answers on operational issues and procedures regarding products available on the Lockwood platform, such as separately managed accounts and mutual fund wrap portfolios • Provided quick resolution to all client issues ensuring suitable solutions to challenging issues including questions or errors regarding mergers and reorganizations, accounting, performance and billing protocol • Assigned as the primary contact to multiple institutional clients to provide answers on operational issues and procedures regarding products available on the Lockwood platform, such as separately managed accounts and mutual fund wrap portfolios • Provided quick resolution to all client issues ensuring suitable solutions to challenging issues including questions or errors regarding mergers and reorganizations, accounting, performance and billing protocol