Tim brings more than 15 years of experience in quantitative investment research and multi-asset portfolio management. Before joining Planning Alternatives, he served as Director of Research and Senior Portfolio Manager at Flexible Plan Investments, where his work focused on applying walk-forward analysis, robustness testing, and behavioral finance principles to construct adaptive strategies capable of navigating diverse market environments.

At Planning Alternatives, Tim is responsible for advancing our investment platform through rigorous capital market research, evidence-based portfolio construction, and strategic oversight. He works closely with our advisory and planning teams to ensure our investment strategies are analytically grounded and aligned with client objectives.

He earned a B.S. in business administration from Wayne State University and his M.S. in finance from Walsh College. He is also a CFA® Charterholder.

What is your "why"?

I am driven by the opportunity to help clients achieve their long-term financial goals through thoughtful asset allocation and a disciplined investment strategy. It is deeply rewarding to witness the tangible, positive impact our work has on something as meaningful as a client’s financial well-being.

Can you describe a memorable client moment?

I recently met with a client who had a complex financial situation with many moving parts. It was incredibly rewarding to witness the trust he placed in our team and our approach to wealth management. Even more fulfilling was seeing the tangible impact our work has had in helping him make meaningful progress toward his goals.

To me, true wealth means

True wealth isn’t just about growing assets, it’s about being healthy in mind, body, and spirit. It means nurturing meaningful relationships and making thoughtful decisions across all areas of life, not just financially. When these elements align, they create the balance and harmony that define a truly fulfilling life.