Mobile Phone: 515-314-5995
Tim joined Waddell & Reed as a Financial Advisor in 2016. His mission is to help clients pursue their personal goals and objectives through comprehensive personalized financial planning. Tim can help in several areas including insurance, retirement, estate, investment, and tax stratagies.
Prior to joining Waddell & Reed, he worked in the financial services industry for 16 years holding various roles with a background in business, insurance and retirement planning. He earned his Bachelor of Arts in Business Administration and his Master of Business Administration from Drake University. He is a CERTIFIED FINANCIAL PLANNER™ professional and has the Chartered Financial Consultant and Chartered Life Underwriter designations.
When not working, Tim enjoys spending time with his wife, Monica, fishing, and hunting.
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