Tim holds his Bachelor’s degree in Economics from the University of Colorado and earned his Certified Investment Management Analyst (CIMA®) designation from Cal-Berkeley’s Haas School of Business. He also holds his Series 7, 63, and 65 securities registrations. Tim enjoys his role as our Director of Development utilizing his 20 years of experience in financial services. He brings his broad experience across wealth management, operations, trading, investment planning, and leadership to assist in growing the business. He has a passion for helping people realize their financial goals through a better understanding of each client’s situation and goals, and combining those with the company’s wealth management experience to accomplish those goals. The thing that drives Tim the most comes from his dad’s retirement experience. He was a pilot for a major airline for 35 years until he retired in 2001. When the airline filed for bankruptcy a year later his pension was taken over where he received only 47% of his previously promised retirement. Thanks to good planning, frugal spending, and a great financial advisor, he was able to weather that financial storm and enjoy his retirement. We, at Katterhenry Investment Group help our clients every day to navigate their own financial lives so they too can have a comfortable retirement. Tim lives in Upper Arlington with his wife, Jane, and their boys, Teddy and Sam. They enjoy spending leisure time anywhere outdoors whether it be on a lake, in the woods, up and down mountains, or on the golf course.