A proud Omaha native and Westside High School graduate, Tim brings not only a wealth of financial industry licenses and credentials but also a deep appreciation for teamwork and collaboration—one of the key reasons he was drawn to Retire SMART.
“The amount of collaborative work done for our clients truly sets the standard,” Tim shared. His approach is centered on asking the important—yet often overlooked—questions and providing strategic recommendations to help clients gain confidence in their financial future.
Tim is also our resident authority on federal benefits. As an Air Force veteran with additional experience as a government contractor both domestically and abroad, he is a valuable resource for military and federal retirees in our community.
When he’s not advising clients, Tim enjoys spending time with his high school son, Caiden, and prioritizing a healthy lifestyle through fitness.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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