Tim joined Cassady Schiller Wealth Management in September 2020 as a Senior Wealth Advisor. He began working in the financial services industry in 2011 with Fidelity Investments. His experience spans roles in customer service, trading, fixed income specialist and advising high net-worth clients. He was responsible for plan and investment coordination for over $2.4 billion in assets for clients largely based in Long Island, NY. Tim is a registered investment advisor and has maintained his Certified Financial Planner (CFP®) designation since 2015.
Tim lives in Villa Hills, KY with his wife Erica and three daughters. He is originally from Canton, OH, but has lived in the Cincinnati area since graduating from Xavier University in 2006. At Xavier, Tim graduated with a Bachelors of Science and Business Administration in both Marketing and Entrepreneurship.