Tim Dern,  ​CFEd®

Investment Advisor Representative

"We offer a friendly, no pressure way of doing business. We help simplify things, so you understand your options clearly. This allows you to make informed decisions that are best for your personal situation" -Tim

Family & Life Experience

Tim graduated from Indiana University and started as a high school teacher.  Tim has been married to his wife Helen for 38 years. They have three children Bryan, Natalie, and Kyle.  Together they have eight grandchildren from the age of 3 months to 9 years old,  Family is a blessing and a special joy. 
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​Tim has owned several businesses over the years.  Tim held a corporate executive position as the Chief Marketing Officer for a 700 hundred million dollar international company prior to becoming a financial advisor.  ​So he can relate to both the self employed entrepreneur and the corporate person.  Tim has a true passion for helping people.

Local News Segments

FOX 32 Chicago

ABC 7

Registered Representative

​Tim is registered with the State of Illinois and with Wealth Watch Advisors, LLC, out of Denver,  Tim holds a series 65 - securities license.  Tim is also a licensed Insurance Broker. He has completed the NSSA certification and training (National Social Security Advisor).

​He regularly holds social security seminars within the local community. Tim is also a CFEd, Certified Financial Educator for the Heartland Institute of Financial Education, and teaches classes at Harper College.

Fiduciary Advisor

​As a Fiduciary Advisor, it is always about what is in your best interest to help you achieve your financial goals.  Simply put - "your best interest - not mine." 

​Most of our clients are either already retired or close to retirement. So we are very familiar with the rules and regulations that occur during this phase of your life. Being independent allows us to use a full gamut of resources while still utilizing that personal hands-on  touch. 

Social Security Workshop