Timothy is a recent graduate from Roanoke College, holding a degree in Business Administration with a specialized focus in accounting, complemented by a minor in Spanish. While navigating his academic journey, Timothy discovered his passion for the intricate world of finance, ultimately leading him to pursue a career as a Financial Advisor. In February of 2024, he obtained his Series 65 certification, marking a significant milestone in his professional development.
His dedication to personal growth and academic excellence was evident as he managed to excel in his studies while actively preparing for his career transition. Timothy’s commitment to serving others is deeply rooted in his values of perseverance, hard work, and integrity, principles he consistently applies to all aspects of his life.
As a financial advisor at UFP, Timothy helps clients with day-to-day advice, filling out forms, managing investments, implementing advice, and tax preparation. His background includes a tax preparation internship at another local Roanoke tax firm. He is pursuing the CERTIFIED FINANCIAL PLANNER™ certification as well as the Enrolled Agent credential which is a tax preparation credential.
Outside of his professional pursuits, Timothy is an avid traveler, always eager to explore and immerse himself in diverse cultures. When not traversing the globe, he finds solace in the exhilarating sport of motocross and enjoys the tranquility of fishing. With an unwavering dedication to helping others achieve financial success and a zest for life’s adventures, Timothy embodies a spirit of compassion and ambition that inspires those around him.