Good Portrait

“I understand that partnering with someone for your financial future is a highly personal decision
and also one of the most impactful decisions you’ll make. For this reason, I don’t take our
responsibility to you lightly. Each plan is strategically created with you and is custom built to
meet your needs and those of your loved ones. When you work with us you gain a partner.

We’re here to talk through, and plan around the financial questions and important decisions
that arise throughout your life. “

Over his decade+ financial advisor career Timothy has met with hundreds of families, individuals,
and business owners helping develop and manage their investment and retirement plans.
With an expertise in retirement planning, Timothy continues to build lifelong relationships
with clients across Michigan.

As a fully independent insurance and securities professional Timothy is not captive to any specific
investment parent companies or alliances . Timothy can offer most any security and insurance
product available which allows him to guide his clients towards the best solution for their
unique situation.

Timothy studied Finance and Economics at University of Michigan—Flint and graduated in
2010. Timothy is currently registered as a Registered Representative and Investment Advisor
Representative with Kestra Advisory & Investment Services.

Timothy currently lives in Lapeer, MI with his wife Savannah and his three amazing children,
Micah, Olivia , and Levi. Savannah is a Occupational Therapist at a local hospital. The Good
Family is often running to a kids game or event, going for walks & hikes, watching Wolverine’s
sports, eating good food, or chasing the perfect cup of coffee.


Securities Exams Passed & Licensing

Series 7 – General Securities Representative

Series 66 – Uniform Combined State Law

Life, Health, and Variable Insurance Contracts

  • Education

  • Toolbox

    Wealthscape: NFS Account Portal

    Wealthscape Investor gives you 24/7 access to your account information so you are more informed and can better work with your financial professional to help you reach your goals. Access statements, get tax forms and go paperless all in one place. 


    Here is a real-time, on-demand financial experience. Personalize and track progress toward your financial goals, including spending and budgeting tools. Connect all of your accounts for a consolidated view of your complete financial picture. 

    Morningstar Investment Research

    Access to the same information as financial professionals and connect to the investing information and tools you need.

    American Funds Traditional IRA's vs. Roth IRA Analyzer

    Which option is better for you? Wondering how a Roth IRA works and what its benefits are? A Roth IRA can help lower your taxes and increase your retirement savings. 

  • Location

    8415 Davison Rd

    Davison, MI 48423