The mission of TIM is to be the leading investment advisory firm for aviation professionals. We want to grow in a methodical way where each client gets the superior, personalized service they expect and plan to stop taking new clients when we feel our existing clients might suffer if we continue adding new ones. We believe a team approach works best when dealing with people’s finances and have a deep bench to get questions answered. Unlike most advisors, we believe that all hardworking people (the “average Joe,” blue collar workers—not just the super wealthy) deserve access to exceptional service, money management and technology when dealing with their retirement. Our client base can live a comfortable retirement, but there is no room for error so expert financial management is crucial. Therefore, we have a serious responsibility to these hardworking people. We look at our role like that of a fire fighter, police or knight. We are protecting and looking out for clients to safeguard what they’ve worked so hard to accumulate over their lifetime. We take great pride in what we do and the responsibility is monumental, so we are always aiming to improve. *The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.