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Tim Wojtalik

A Financial Planning Associate on his way to becoming an Advisor, Tim's energy is focused on designing creative solutions for the diverse financial challenges faced by clients. Tim enjoys working on projects for families that encompass a broad range of topics from retirement planning and building investment portfolios to complex estate plans, tax strategies and international financial planning issues. Being able to integrate and apply this knowledge within a fantastic work environment keeps each day full of excitement - for both clients and team members - an attitude he likes to keep fresh!

Tim earned his undergraduate degree from the University of Michigan, Ann Arbor, where he studied English and Organizational Psychology. He also has an MBA from the University of Denver and holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

Outside the office, Tim's family, his wife Laura and two children Zack and Audrey are his priorities. Together, they tackle 14ers, run races, and play in the mountains. One of his favorite outside of work activities is to "cruise" the world with his family, an opportunity to experience the world economy in person!

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