Tim Doozan, CFP®, is a Senior Wealth Advisor at Keel Point, LLC, where they have been guiding families, individuals, and small businesses since 2016. Prior to this role, Tim was a Financial Advisor at Northwestern Mutual from 2009 to 2016 and founded Clear Financial Concepts, LLC in 2008. Tim holds a bachelor's degree from Patrick Henry College and has earned the Chartered Life Underwriter and Estate Planning Designation from The American College. Driven by a passion for helping clients navigate the intersection of life and finance, Tim remains dedicated to their advisory practice.
This person is not in the org chart
This person is not in any teams
This person is not in any offices