Tim Carlin, CFP®

Tim has been in the financial industry since 2002 and has his series 7, AAMS, CFP, and CDAA.  His primary responsibilities as a Wealth Consultant are Financial and Estate Planning and Generational Wealth Transfers.  He enjoys being there for his clients night and day and developing lifelong friendships.  

He has a background in the military and two corporate companies (PepsiCo and Phillips) and has learned valuable skills that make him who he is today.

Tim enjoys ballroom dancing, tracking his Corvette and Porsche, and spending time with his nieces and nephews.  He is also a published author of “An Extraordinarily Ordinary Life: Lessons Learned”.

“Treat others with kindness and respect.”

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