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Tim has been providing investment advice to clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC since 1999. He also assists clients with a variety of other financial services including money management, estate planning, income tax planning and preparation, insurance needs, and debt management. Tim specializes in managing clients’ money to help them meet their needs and comfort levels, and he assists businesses and individuals in defining and achieving their financial goals and objectives. He has more than 30 years of experience in wealth management, taxation,

and management consulting, and prior to joining Boulay, he worked for 20 years in public accounting and five years in private industry.