Timothy is a Senior Financial Planner at Sentinel with over 30 years of experience in wealth preservation for high-net-worth families. He holds a Juris Doctor from the University of Michigan Law School and a CFP® designation, specializing in tax-efficient estate and business succession planning.
His dual expertise as an attorney (J. D. ) and a Certified Financial Planner allows him to offer uniquely integrated legal and financial strategies to clients.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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