Tim brings over 30 years of financial services expertise to the firm. He started his career as a commercial and investment banker where he worked with businesses to solve complex financial problems. Often these solutions involved coordinating financial, accounting, legal and business strategy expertise. Tim then used those skills to help The ServiceMaster Company with strategic financial planning and capital markets transactions. As a member of ServiceMaster’s 401k oversight committee, Tim became passionate about helping individuals and families prepare for their financial futures. Since 2007, Tim has worked with high net worth families, helping them make wise financial choices. Tim finds