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 greater need for financial services based on trust and integrity, that people could rely on to safely grow and protect their assets.
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, 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 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 Medicare eligible retirees, small business owners, and individuals to explore health insurance options. As an independent agent/broker, Tom is able to shop around for customers to help them save time, money, and frustration.
Tom lives in West Allis with his girlfriend & 2 cats, and enjoys music and the outdoors.
The Aegis Wealth Advisors Team
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.