For the last 10 years, Tim has been with Independence Planning Group in Blue Bell, PA. He works with individuals and families. In addition, he focuses on small to medium size businesses in the area of business maximization and succession planning. Tim utilizes his 25+ years of experience in running businesses and helping to take them to the next level.
Registered Representative of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian. CA Insurance License #0N08849.