Originally from Owensboro, Kentucky, Tim began his career in public accounting in 1996 with a regional firm in Western Kentucky. In late 1998 he decided to join a global manufacturing company where he spent the next 17 years of his career in various accounting, finance, and leadership roles. The last 9-plus years were spent in Charlotte, NC, as the VP of Finance for two separate business units under the same parent company. After taking the company public in 2007, the company sold the business units in which Tim was involved to a Japanese multinational conglomerate. The sale of his company afforded him the opportunity to do something he had always dreamed of: become a financial advisor. After a year in the industry, Tim decided to join Family Wealth Strategies. He was impressed with our company’s holistic approach to helping clients address their specific needs. Tim attended Centre College and Brescia College and graduated summa cum laude in 1996 with a B.S. in accounting. He also graduated from Murray State University in 2005 with an MBA. In addition, Tim received the CPA professional designation in 1999. He and his wife, Somer, have 4 children: Jack, Emma, Ruby, and Rhett. In 2016, Tim relocated his family from Rock Hill, SC (Charlotte metropolitan area) to Prospect, Kentucky.
Family Wealth Strategies LLC is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Family Wealth Strategies LLC are not affiliated companies.