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“I started saving at a credit union when I was 12 years old, and today, I’m proud to help our members plan for their future. I’ve built my career helping investors at all experience levels expand their portfolios—I feel I can help everyone. When I understand the values, needs and goals of each member, I help them make the best financial and life decisions.”
Tim specializes in investments and financial planning, including all aspects of brokerage services and trading. He uses his many years of experience in the financial services industry to help members establish a consistent plan of saving, investing and life planning. He works to generate personal financial goals based on core values and helps members adjust plans when life changes.
Education and Experience
Tim earned a Bachelor of Science Degree in Psychology from Clarion University. He has worked in the financial services industry since 1996 and joined Firehouse Financial in 2019.
Tim is a Financial Advisor through CUSO Financial Services, L.P. (CFS). He holds his Series 7; 63; 4; 24; 8 and 65. He is securities licensed in: AL, AZ, CA, CO, GA, FL, ID, KY, MO, NV, NM, NY, NC, OR, TX, VA and WA. He is also insurance licensed in CA.
Tim loves to travel, go to the movies, watch college football and catch some rays at the beach.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax or legal guidance. For such guidance please consult with a qualified professional.