About
Tim specializes in financial analysis, retirement planning, strategic asset allocation, and relationship management.
Experience
Prior to Lawley, Tim gained sales experience in the wealth management and Mergers and Acquisitions (M&As) industries. He most recently served as an account executive at Sterling Technology and a business development consultant at Morningstar.
Accreditation
Tim holds a NYS Life, Accident, & Health License and earned a bachelor’s degree from Miami University.
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