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About Tim:
Tim is a native to the Lima, OH area where he attended Bath High School. After high school, he attended Colby College in Maine; there he played football and graduated with a degree in History. Throughout his college career, Tim took interest in finance and the stock market and completed numerous internships within the financial industry.
Tim has been a financial advisor since 2004. He worked for a large national broker dealer for 8 years before he left to pursue his dream of owning his own business in 2012, which Tim still owns today.
He is active within his local community having coached varsity football for eight years. Tim lives in Lima with his wife and two children.
Offering Strategies for:
- Balanced Financial Planning
- Retirement Planning
- Simple IRA Services, 401K Transition Assistance, Traditional & Roth IRAs
- Annuities
- Tax Exempt and Tax Deferred Strategies1
- Mutual Funds & Stocks
- College Planning
- Estate Planning
An account with First National Financial Services:
- is not a deposit
- is not FDIC insured
- is not insured by any Federal Government Agency
- is not guaranteed by the bank
- may go down in value
1Neither LPL Financial nor its registered representatives offer tax or legal advice. Always discuss your specific tax issues with a qualified tax advisor.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank of Pandora and First National Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name First National Financial Services, and may also be employees of First National Bank of Pandora. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of First National Bank of Pandora or First National Financial Services. The First National Financial Services site is designed from U.S. residents only. The services offered within this site is offered exclusively through our U.S. registered representatives. The LPL Financial representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Securities and insurance offered through LPL or its affiliates are:
not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations and may lose value.
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First National Bank of Pandora ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL"") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.
LPL Financial Form CRS
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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
