Financial Planner & Investment Advisor
Tim joined Cornerstone Wealth Management in 2014 and brings with him nearly 20 years of experience in the financial services industry, including the past 13 years working in the wealth management field.
His expertise includes comprehensive financial planning, investment management, income tax planning and preparation, technology planning, and client relationship management.
Tim graduated from Cleveland State University with a BA in Accounting and has also completed the education requirements for the Certified Financial Planner (CFP®) examination. He holds the FINRA Series 65 license and the Accredited Investment Fiduciary (AIF®) designation which is administered by the Center for Fiduciary Studies, the standards-setting body of fi360.
Tim resides in Westlake, Ohio with his wife, Carolyn, and their 2 young daughters, Elizabeth and Sarah and their Yellow Lab, Buddy. He is a member of the St. Ignatius Alumni Association and volunteers in his church, St. Bernadette, as a Lector and Eucharistic Minister.
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