Tim graduated from University of Nebraska in 1984 and has been in the financial service field since that time. He obtained his LUTCF designation in 1988. Tim has been a member of the Million Dollar Round Table, The National Association of Insurance and Financial Advisors, and has received many industry awards. Tim's financial services objective: to help individuals and businesses with their insurance and investment needs. This includes:
- Estate Plans
- Retirement Plans
- Health Insurance
- Business and Employee Benefits
- Wealth Management
Tim is a past president of NAIFA, the YMCA, and other organizations. He enjoys exercising, spending time with his three children, coaching, and hunting.
Tim is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. member FINRA/SIPC. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Heritage Financial Services is independently owned and operated.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not guarantee of future financial results. Investors should conduct their own evaluation.