Tim has been advising families, entrepreneurs, endowments and foundations for over 10 years to help preserve and grow their wealth.

Tim graduated from Miami University, Ohio with a Bachelors and Master of Accountancy, and joined his partners and team members in 2013 as part of The KCP Group at Stifel. Prior to becoming a registered financial advisor, Tim was a Certified Public Accountant (CPA) and manager in Ernst and Young’s assurance practice in Indianapolis. This background, unique in the wealth management industry, further enables Tim to provide holistic guidance to the families and institutions he serves.