Tim works with individuals to help them realize their wealth and retirement goals and assists Covenant’s other managers to design and implement financial planning strategies for clients. Tim also oversees Covenant’s outbound marketing efforts focusing on conducting financial information seminars and collaborating with other professionals. He is also responsible for the oversight and development of Covenant’s expansion into the Florida market. In addition, he is the Principal of Covenant Financial Resources, which provides marketing and other financial planning-related products and services. Prior to co-founding Covenant Asset Management in 1999, Tim spent 14 years with Summit Financial Re