About Tim

As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

In 1993, I joined Edward Jones as a financial advisor, opening the firm’s first branch office in Westerville. I became a limited partner in 2000 and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2007. I have served the firm as a field trainer, visiting veteran, regional technology advisor, financial assessment regional advocate, growth leader and level coach.

My wife, Audrey, and I have two children, Lincoln and Reagan, and have lived in the area since 1985. In the community, I am past president and an active member of the Westerville Noon Rotary Club. I have also been involved with the Westerville Chamber of Commerce, Westerville Uptown Merchants Association and the Westerville Uptown Review Board.

My senior branch office administrator, Kristy, has over 20 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Previously located at 43 N. State St., we now operate out of offices at 653 McCorkle Blvd Suite A, across McCorkle from Cheryl’s Cookies and near the Main Westerville Post Office.