With a tenure spanning 40 + years between Equitable and now RaiStone Wealth Partners, Tim has cultivated expertise in various financial service areas, including estate planning, life and annuities, and disability income. His experience extends to managing a substantial portfolio of group and individual health products, ancillary services, long-term care, Medicare supplements, and Medicare Advantage plans.
Family is at the heart of Tim’s professional journey. Starting in 2007, his daughter Julie joined the team, as his assistant and over the years has added fresh insights and energy to the health business. More recently, in 2022, his son Michael transitioned from Mutual of Omaha to contribute his expertise to the family endeavor. Together, they strive to uphold the tradition of exceptional customer care—a value Tim is proud to have instilled in his children.
Licensure
- Series 6– Investment Company Products/Variable Contracts Representative
- Series 63 – State Uniform Securities Agent
- Licensed Life and Health Insurance Agent