Born and raised in working class Milwaukee family, Tim learned the value of hard work and community service from his parents. Tim’s father was a small business owner and his mother was an insurance company underwriter. Both were active in their community, and reinforced the importance of quality education and a good work ethic.
After graduating from the University of Wisconsin-Milwaukee with a Bachelors degree in Criminal Justice, Tim was well on track to becoming an attorney in the Metro Milwaukee area. However, amid the financial industry corruption and recession of the 1980’s, Tim saw a need for financial services based on trust and integrity, that people could rely on to safely grow and protect their assets.
Tim is a frequent speaker for numerous professional, corporate, and civic groups. He has appeared as the expert financial guest on a variety of local news and retirement television shows and is the longtime financial columnist for Milwaukee Publication's 'Boomers Newspaper'.
Tim continues his family tradition of community service as an active member and supporter of organizations including the Waukesha County Estate Planning Council, Collaborative Family Law Council of Wisconsin, Pheasants Forever, and Wisconsin Club. Tim also serves as President of the Milwaukee Chapter of AHEPA (American Hellenic Education and Progressive Association), an organization dedicated to promoting education and philanthropy throughout the world.
Tim and his wife live in Waukesha, and are the proud parents of 3 children and 4 grandchildren. Tim is a wine enthusiast who loves to cook and travel, go on an occasional pheasant hunt with his faithful dog Coco, and spend quality time with his family and friends.
Operations and Client Services Manager
Health Insurance, Medicare, and Long-Term Care Advisor
After working closely with Aegis Wealth Advisors for several years as a Health Insurance, Medicare, and Long-Term Care Insurance Consultant, Tom joined the Aegis team full time in 2013 as Operations and Client Services Manager.
With over 10 years of managing customer service and call center services for several insurance company clients, Tom became an Independent Insurance Broker in 2009. Tom specializes in consulting with small business owners, retirees, and individuals to reduce their healthcare costs.
“As an independent insurance agent/broker, I’m able to shop around for my customers to help them save time, money, and frustration. I’m pleased to offer consulting and agent support services for individuals, families, seniors, small business, and the self-employed to assist them with their health insurance, Medicare Supplement, and Long-Term Care insurance needs.”
Tom will continue to assist Aegis clients as the resident expert on Health Insurance, Medicare, and Long-Term Care Insurance, in addition to building upon the exceptional customer service and personal attention that Aegis Wealth Advisors clients have always experienced.
The Aegis Wealth Advisors Team
As an independent financial advisory firm, we are not affiliated with any major brokerage house, investment bank, or money manager. This provides us with the freedom and objectivity to offer a wider spectrum of options that are most advantageous for our clients. Our allegiance is solely to our clients. We do not answer to shareholders or corporate sales managers attempting to push unsuitable products, investments, or advice.
This is why it is important that the professional team we collaborate with is also independent. Our Professional Team of Estate Planning Attorneys, CPA’s, Insurance Agents, and other Trusted Partners ensure our clients receive the objective and comprehensive advisory services they deserve.
We are also pleased to work with our client’s existing Accountant, Attorney, or other trusted advisors to coordinate long-term goals and objectives.
We may help our clients protect and grow their well earned assets, but ultimately, they’re the boss! We couldn’t provide the financial advisory services we do without them. We thank our clients for putting their confidence and trust with us over the years, and we look forward to working with their families for many years to come. They are the most valuable member of our team, and we appreciate it!
Check out some of our Client Appreciation Events.