Who We Are
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.
Wynne is a Financial Advisor at The Finance Couple™ and has been in the financial services industry for over twenty years. She works primarily with individuals and has her FINRA Series 7 and 66 registrations with broker/dealer Osaic Wealth, Inc, whose roots date back to 1958. Wynne also has her life insurance license.
Prior to entering a career in finance, Wynne not only took care of their two young children but was also an Area Vice President for a national property management firm where she gained experience in budget creation, operational efficiencies and client relations.
Wynne resides in beautiful Greenville, SC, with her husband and business partner, Tim Curran, and enjoys being a Mom to their son and daughter who live in North Carolina and Massachusetts, respectively. She has volunteered with various organizations and enjoys traveling to see friends and clients in over twenty different states.
Megan is the Client Services Director at The Finance Couple™. Working with Tim and Wynne for fifteen years, she performs various administrative duties including office accounting and marketing projects. Megan works with clients during account setup and implementation as well.
A graduate of Boston College, she remained in the Boston area for almost two decades. Much of her career was in customer service, working as a registered nurse and computer consultant for a national medical software company.
Megan lives at Lake Murrey with her husband and dog, Brady. She has 3 grown children residing in Charlotte, Charleston and Washington DC. She is involved with many charitable organizations and has enjoyed coaching lacrosse at her kid’s high school.
