Our Qualifications

Tim has been working with individuals and businesses in Northwest Ohio and Southeast Michigan for more than 30 years.

In addition to his comprehensive knowledge and experience in the financial services industry, Tim holds various professional designations and is licensed to provide a variety of retirement, investment and insurance solutions.

One of the many benefits of working with Sunrize Retirement & Financial Services is Tim's signature approach to first listen and assess organizational or individual situations before making any recommendations. Tim believes getting to know the clients and their unique needs is paramount to providing clear, easily understood explanations of fiduciary standards or financial products and services.

We look forward to using this approach and expertise to help you pursue and achieve your financial goals.