JD, CFP®
Wealth Transfer Advisor
I enjoy utilizing my estate planning experience to help clients create and understand an appropriate estate plan. It’s such an important part of an overall financial plan.
Tim has been involved in the estate planning industry since 1984. Prior to joining Savant, he was a vice president for advanced planning with Fidelity Investments, serving as an estate planning specialist. Before that, he enjoyed a 30-year career in private law practice as an estate planning attorney. During the last several years of his private law practice, Tim was a Board Certified Indiana Trust & Estate Lawyer.
Tim earned a bachelor of science degree with distinction in general management with a concentration in accounting from Purdue University and a JD degree from Indiana University School of Law – Indianapolis, graduating magna cum laude. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CPA (inactive).
Tim and his wife have three adult sons, all married. They have one grandchild and are hoping for more! They love and look forward to family time on and around the lake.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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