Solid. That’s the way we’d describe
Solid. That’s the way we’d describe our partnership.
Client Relationship Associate
Timmy believes one of his greatest strengths is relating to others no matter their background. His humble beginnings have shaped him into a hard worker, and he says that clients can expect him to be dedicated and trustworthy when working with him. Timmy has a light-hearted personality and says he strives to get the job done to the best of his ability while also having fun.
Timmy was born and raised in the Burlington area. Prior to joining Envision Wealth Partners, Timmy spent more than 15 years in the banking business as first a teller and working his way up to bank manager. He is passionate about helping people with their financial needs and eager to continue his career in the wealth management industry under Brian Glaze and Larry Ware’s guidance.
Outside of the office, Timmy and his wife Megan have three daughters, Larissa, Allie, and Berkley. He is a sports fanatic, and loves spending time cheering on his favorite teams as well as playing golf regularly
Are you looking for a long-term financial partner to help you view life differently?
Schedule some time with us to talk and see if we’re a good fit for each other.
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by Brad Cable LLC for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Copyright 2023. Envision Wealth Partners. All rights reserved.