Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Tim is a founding Partner of the Cornerstone Group at UBS Financial Services Inc. He begain his career in the financial services industry in 1991, specializing in retirement plan consulting and investment advisory services for qualified retirement plans.
Originally from Green Bay, Wisconsin, (yes he is an avid Packer fan), Tim holds a Bachelor of Business Administration degree in Accounting from the Stephen M. Ross School of Business at the University of Michigan. After service as an Officer in the US Army’s 82nd Airborne, he began his career with Cooper’s & Lybrand, now Price Waterhouse Coopers before joining Smith Barney as a Financial Advisor.
Tim’s earned the Chartered Retirement Plan Specialist (CRPS®) designation and the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies. A recognized industry leader, he's frequently asked to speak at various events, providing his unique perspective on how individuals can create a fulfilling roadmap for their financial future.
A former board member of the Busy Street Children’s Museum, Tim now spends time as treasurer of the non-profit organization Farmer FoodShare that seeks to connect local farmers with the food insecure population in central North Carolina. He lives in Durham, NC and has two daughters, Marisa (1998) and Alexandra (2001).
Chartered Retirement Plans SpecialistSM and CRPSTM are registered service marks of the College for Financial Planning®. AIF® Accredited Investment Fiduciary® Designation does not imply assumption of fiduciary responsibility.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Tim is a founding Partner of the Cornerstone Group at UBS Financial Services Inc. He begain his career in the financial services industry in 1991, specializing in retirement plan consulting and investment advisory services for qualified retirement plans.
Originally from Green Bay, Wisconsin, (yes he is an avid Packer fan), Tim holds a Bachelor of Business Administration degree in Accounting from the Stephen M. Ross School of Business at the University of Michigan. After service as an Officer in the US Army’s 82nd Airborne, he began his career with Cooper’s & Lybrand, now Price Waterhouse Coopers before joining Smith Barney as a Financial Advisor.
Tim’s earned the Chartered Retirement Plan Specialist (CRPS®) designation and the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies. A recognized industry leader, he's frequently asked to speak at various events, providing his unique perspective on how individuals can create a fulfilling roadmap for their financial future.
A former board member of the Busy Street Children’s Museum, Tim now spends time as treasurer of the non-profit organization Farmer FoodShare that seeks to connect local farmers with the food insecure population in central North Carolina. He lives in Durham, NC and has two daughters, Marisa (1998) and Alexandra (2001).
Chartered Retirement Plans SpecialistSM and CRPSTM are registered service marks of the College for Financial Planning®. AIF® Accredited Investment Fiduciary® Designation does not imply assumption of fiduciary responsibility.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
