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, where he earned the title of Vice President of Investments. Thereafter, he was recruited by 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, where he has consistently qualified through production as one of the club level advisors at LPL Financial. LPL Financial is the largest independent broker/dealer in the U.S. (based on total revenue; Financial Planning Magazine, June 1996-2022).

Tim not only creates comprehensive financial plans for individuals, but personally oversees the assets for those people as well. He holds several registrations with LPL Financial, including his FINRA Series 7, 24, 63 and 65. Additionally, he has his life and health insurance licenses, and is admitted to practice in several different states including North Carolina and South Carolina.

Tim resides in the Greenville, SC area with his wife, Wynne, and their dog, Trevi. His son lives and works in nearby Charlotte and his daughter attends college in Columbia, South Carolina. Tim is active with the local community, including serving on the Board of Directors for the Greenville Police Foundation. He also travels extensively to visit with clients or lecture around the country.