Tim is a Partner at Tradition Wealth Management. He specializes in retirement planning and rollovers from company sponsored retirement plans. Tim is a CERTIFIED FINANCIAL PLANNER® Practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. He is a Registered General Securities Principal and holds the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Chartered Property Casualty Underwriter (CPCU) designations. He earned his BA from Gustavus Adolphus College. He also serves on the Board of Trustees for Tradition Foundation. Running, swimming and golfing keep him busy when he isn’t coaching one of his son’s teams or spending time at the family cabin. He and his family have lived in Woodbury for more than 10 years.
