Tim is a CERTIFIED FINANCIAL PLANNER™ at The Finance Couple™ and has been in the financial services industry since 1996. He is a non-practicing attorney and an Arbitrator for the Southeast region of FINRA.
Tim graduated from the University of Texas at Austin and subsequently received his law degree from South Texas College of Law. He practiced law in Georgia to familiarize himself with the legal attributes of personal financial situations, such as tax and estate matters.
In 1996, Tim became a financial advisor at A.G. Edwards & Sons, and later moved to UBS Financial Services where he was not only a Vice President of Investments, but also a Senior Retirement Planning Consultant. In 2003, Tim became an independent advisor and affiliated with LPL Financial until 2026
when he affiliated with Osaic Wealth, Inc.
Tim has always worked with individuals, creating comprehensive financial plans and managing investment assets. He holds several registrations with Osaic Wealth, including his FINRA Series 7, 24, 63 and 65. Additionally, he has his life and health insurance licenses, and is admitted to practice in twenty different states including North Carolina and South Carolina.
Tim resides in Greenville, SC, with his wife and business partner, Wynne. Their son and daughter are out of college and “doing their thing” as Tim likes to say. Tim is active with the local community, serves as President of the Greenville Police Foundation, and travels to lecture or visit with clients.