At Smith Moore, Tim provides financial guidance for every stage of life through an integrated financial strategy that evolves as his clients move through all phases of wealth planning: Accumulation, Distribution, and Legacy. Tim has loved helping his clients achieve financial success as they have worked toward their goals for over 30 years.
Since the inception of Smith Moore in 1913, the company has maintained its focus on excellent client service. Tim has worked in the financial services industry since 1991, and Smith Moore’s exceptional client service has been constant during his time here.
Tim earned a BS in Business Administration from Quincy University and holds the Series 4, 7, 24, 65, and 66 licenses. Additionally, he is a graduate of the Securities Industry Institute sponsored by the Wharton School of Business.
Tim and his wife, Kathy, live in St. Peters, Missouri, with their children, Bridget and Patrick. He enjoys playing golf and pickleball, and he loves attending his kids’ sporting events. He also remains active in the community, serving as the Chair of the St. Patrick’s Day Foundation of Cottleville, the Parade and Green Tie Gala Chair, the St. Peters’ Board of personnel, and is a member of the SIFMA Roundtable.