A true finance couple bringing a simple approach to a complicated issue with experience & credibility. We are a husband and wife team with a different perspective; not only do we run a business together, but we're raising kids in an ever-changing world, so we get it! We use a straight forward and transparent approach that's based on academic research, and seek to remain objective - which is why we are independent advisors and NOT employees of any bank. We have been in the financial industry for over thirty years, collectively. Further, Tim is a non-practicing attorney and CERTIFIED FINANCIAL PLANNER™ Practitioner. 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. For a list of states in which we are registered to do business, please visit www.TheFinanceCouple.com.

The Finance Couple™

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