Tim is a native of Toledo Ohio and a graduate of the University of Toledo. He is past president of his firm, Creative Financial Partners located in suburban Toledo, has been in the business over 30 years, and is regarded as one of the top financial advisors in America. He manages over 100 million dollars in financial assets and holds a series 7, 24, and 63 securities licenses, the Ohio Insurance license, and the professional designations of Chartered Financial Consultant and Chartered Life Underwriter. He is a long time member of the Million Dollar Round Table and was the youngest life member in the country of that organization. He has been a member of the Columbus Life, New England Financial, Amerus, Aviva, and Ameritas leader's councils. He has served on many community boards and organizations and is a recognized speaker at financial and leadership conferences around the country. He is a member of the University of Toledo President's Club and was recognized as their initial Young Alumni of the Year award winner.
Aside from being an entrepreneur and author Tim is an adventurer and philanthropist. He has traveled the world and is a certified scuba diver. He is a primary sponsor of arts, education, health care, and community outreach.