Who We Are
A true finance couple...
We are a husband and wife team with a different perspective; not only do we run a finance business together, but we’re also raising kids in an ever-changing world. So we get it!
...bringing a simple approach to a complicated issue...
We use a straightforward and transparent approach that’s based on academic research - which is why we are independent advisors and NOT employees of any bank.
...with experience & credibility.
We have been in the financial industry for over thirty-five years, collectively. Further, Tim is a non-practicing attorney and CERTIFIED FINANCIAL PLANNER™ Practitioner.
