Tim is a Partner at Mosaic Capital Group and part of the firm’s wealth management practice. In plain English: he helps individuals and small businesses build, protect, and hang on to their wealth—while keeping an eye on tax-smart decisions along the way. He blends investment and insurance strategies to create plans that fit real life (and real goals).
Before co-founding Mosaic Capital Group, Tim spent time with several financial planning and insurance-focused firms—picking up the perspective that comes from seeing how different strategies work in the real world. Today, he uses that experience to keep advice practical, personal, and refreshingly straightforward.
When he’s not working with clients, you’ll likely find Tim coaching youth basketball, sneaking in a round of golf, or spending time with his family. He lives in Davisburg, Michigan with his wife and three children.
He’s an Aquinas College grad with a B.S. in Business Administration and Sports Management—and he brought plenty of hustle to campus as a varsity golfer and basketball player.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Mosaic Capital Group is not owned or operated by Equitable Advisors, LLC or its affiliates.