Broker Check

Awards

Five-Star Wealth Manager

  • Tim is a 13-time recipient of the Five Star Wealth Manager Award

      

  • Learn more about how Five Star Professional is awarded: Award Methodology
  • Click HERE to view the 2024 Five Star Professional Disclaimers and Profile

 

                

  • Click HERE to view the digital version of My East Cobb magazine. See page 26 (voted on by subscribers of My East Cobb Magazine). 

National Association of Insurance and Financial Advisors:

                                    

  • NAIFA Quality Award 2013, 2014, 2015, 2016, 2017, 2018 and 2021
  • NAIFA Top Advisors Under 40 Award 2011 and 2012
  • To see award criteria please visit https://tdc.naifa.org/nqa. Application fees apply to receive the award.

Fidelity Advisor Mutual Funds:

  • Fidelity Investments Advisors Council 2013, 2014, 2015, 2016 and 2017
  • Award is based on production for the year in which they were received.

Allianz Life:

  • Diamond Club 2009
  • Premier Club 2010, 2011, 2012 and 2013
  • A-List Platinum 2014
  • A-List Gold 2015 and 2016
  • Awards are based on production for the year in which they were received.

Ann Arbor Annuity Exchange:

  • 2008 Outstanding Personal Production
  • 2009 Outstanding Personal Production
  • 2010 Producer of the Year
  • 2011 Producer of the Year
  • 2013 Elite Producer
  • President's Circle 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017
  • Awards are based on production for the year in which they were received.

The Leaders Group:

  • Top Producer 2008, 2009 and 2010
  • President's Club 2012, 2013, 2014, 2015, 2016 and 2017
  • Director's Council 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021
  • Top Producer and President's Club is based on production for the year prior to the year awarded.
  • Director's Council is an elected position, voted on by members of the President's Club.

Million Dollar Round Table Status:

  • Former Top of the Table 2005, 2008 and 2009
  • Former Court of the Table 2003, 2004, 2005, 2008 and 2009
  • Former Qualifying Member 2003, 2004, 2005, 2008 and 2009
  • Awards/Status is based on production. Membership and application fees apply. More information can be found here: https://www.mdrt.org/join/member-requirements/
 Senior Financial Planning, LLC BBB Business Review