Tim Dern RICP® Investment Advisor Representative Fiduciary Managing Partner |
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Sean Hughes
Fiduciary
Bryan Dern
Investment Advisor Representative
Fiduciary
Ethan Ogden CFP®
Investment Advisor Representative
Fiduciary
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Juan Martinez |
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Alex Moorhead Ph.D
Investments
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Family & Life ExperienceTim graduated from Indiana University and started as a high school teacher. Tim has been married to his wife Helen for 40 Plus years.
They have three children together. Bryan, Natalie, and Kyle. Along with eight wonderful grandchildren. Family is a blessing and a special joy. 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 the self employed entrepreneur, the corporate or the hands on working. Tim has a true passion for helping people. Using a friendly educational approach to help simplfy these complex matters associated with retirement. |
Chicago News
FOX 32
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ABC 7
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Securities & Insurance Licenses
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Tim holds a series 65, securities license.
He holds various insurance licenses. Also completed the NSSA & RICP advanced certifications. NSSA = National Social Security Advisor. RICP® = Retirement Income Certified Professional. Tim is a seasoned advisor with special expertise and trainning that focuses on retirement strategies. He regularly holds Free Educational workshops within the local community and webinars online nationwide. Workshop & Webinar Topics include: What you need to know about social security today. Medicare Part B - costs & how to avoid penalty. Retirement income & tax strategies. |
Social Security Workshop
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Fiduciary
As a Fiduciary Advisor, all reccommendations and plannning strategies have our client's best interest upfront to help achieve their goals. Simply put - "The Client's best interest first, always"
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 a personal hands-on touch.
We are not limited to Captive Agent or Broker Dealer only investments.
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 a personal hands-on touch.
We are not limited to Captive Agent or Broker Dealer only investments.