Tim Schulze

Owner/Financial Advisor (CLTC®, CPFA®)

Tim helps you turn your financial vision into actionable retirement, income, and tax minimization strategies crafted to serve your specific needs. With 30+ years of experience, he uses an integrated system of wealth accumulation and tax minimization planning to help simplify complex issues into clear, tailor-made plans. Tim’s approach, always putting clients first, is reinforced by his BS from the University of Missouri, Columbia, certifications (CLTC and CFRA), and licenses for Life and Annuities nationwide, helping ensure he is well-equipped to guide you through evolving market challenges. Beyond advising, Tim stays active and engaged by running, biking, hiking, reading, and playing golf, pursuits that continually fuel his passion for learning and exceptional client service.