As a newcomer to the financial business world, Tim brings a unique perspective with him.
He became interested in financial services as he approached retirement and wanted to make the best decisions for his future. After meeting with Eric Cox at Coastal Wealth Management he knew that this philosophy would be right for him.
Tim has spent the last 41 years working in the oil industry at Marathon Petroleum and while employed there he served two terms as local Union President. An active member of his church and community, he has worked on numerous committees and teams in the Ashland, Kentucky area. He currently serves on the YMCA board of directors. Tim and his wife Peggy, a native of Ashland, are the proud parents of two grown sons.
Tim decided to open an office in his hometown of Ashland to support others in making the right choices for their financial investments. He has acquired security licenses including Series 6, Series 63 held through LPL Financial, and Life and Health. Tim is a Registered Representative with LPL.
It is Tim’s goal to assist his friends and colleagues in understanding the challenges of smart investing in a complex industry by giving them simple and honest answers, thus leading clients to a safe and independent retirement.