Timothy Payne, Esq., CFP®, AIF® in

Timothy Payne, Esq., CFP®, AIF®

Energizer · DISC type I
Senior Financial Planner at Sentinel Group
📍 Detroit Metropolitan Area, United States

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.

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Experience
18 Years
Current Role
Senior Financial Planner
Location
Detroit Metropolitan Area, United States
Personality Overview

How Timothy shows up

Relationship Oriented
Big Picture Person
Imaginative

They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Priorities

Topics Timothy cares about

Wealth Preservation
His career focuses on providing tax-efficient wealth preservation, asset protection, and estate planning solutions for high-net-worth families and business owners.
Retirement Planning
He educates plan participants on topics like 401(k) compliance and advises on how to comfortably sustain spending in retirement without fear of outliving assets.
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Career

Work history

1-2020
Senior Financial Planner
Sentinel Group
10-2012 - 1-2020
Director of Wealth Planning and Insurance Services
Alliance Benefit Group of Michigan
3-2010 - 7-2013
Regional Estate Planning and Insurance Specialist
Brian K. Adams & Associates
3-2010
Estate Planning Specialist
Insurance Designers
8-2006 - 5-2009
Financial Advisor
Smith Barney
In the press

Media appearances

Tim Payne - Sentinel Group. Featured in Sentinel Group
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Education
1987 - 1989
Juris Doctor
University of Michigan Law School
1986 - 1987
Education details unavailable
University of Detroit Mercy School of Law
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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