A private wealth advisor for over 20 years, Tim is a valued investment guide to individuals, families, business owners, and institutions in the community.
Tim’s mission is simple: to make his clients his priority, always placing their needs above corporate directives.
By collaborating with his clients’ tax and legal advisors, and using a team of skilled specialists, Tim works to construct comprehensive and personalized plans to address clients’ near-term goals and long-term objectives. Holding himself to a fiduciary standard, Tim strives to act in his clients’ best interest while maintaining full transparency throughout the financial planning process.
Tim specializes in corporate retirement strategies encompassing everything from IRAs to large non-profit retirement plans.
Highly invested in the success of local business, Tim was president of the Cody County Chamber of Commerce in 2008, 2010 and 2020, a group he has served proudly for well over a decade. He is an active member of the Cody, CMA Church and participates in a weekly Bible Study.
When out of the office, Tim is an outdoor enthusiast enjoying horseback riding, fishing, hunting, and downhill skiing. He spent sixteen years as a National Ski Patroller, twelve years serving on the Cody Stampede Rodeo Board, eight years on the Cody Stampede Parade Committee, and served as the Rocky Mountain Elk Foundation Chapter Chair in 1996, 1997, 1998, 2004, 2005, and 2006. He was the Optimist Club President in 2003. Tim also coached the Junior Legion Baseball Team in 2015 and 2016.
Family is Tim’s foundation. He has been married to his wife, Kathy for 25 years and they have two amazing children, Grace and Gus.