Advisor Profile

Tim is a Senior Associate of Wealth Management at Choreo’s Cedar Rapids, Iowa office. A Cedar Rapids native, Tim has six years of experience in wealth management, helping individuals navigate key financial transitions throughout their lives. Whether saving for college, planning for retirement, managing the sale of a business, navigating a divorce, receiving an inheritance, or creating a lasting legacy, Tim provides thoughtful, strategic guidance to help clients plan, implement, and monitor their financial goals. 

Before joining Choreo, Tim served as an Associate Financial Advisor at RSM US Wealth Management LLC and a Financial Advisor at Kensinger and Company, LLC, where he honed his skills in comprehensive wealth planning. His background also includes roles as an Asset Care Analyst at Alliant Energy and an Engineering Project Specialist at Rockwell Collins, giving him a well-rounded perspective on financial and business planning. 

Tim is married and a proud father of two. Outside of work, he enjoys spending time with his family and staying engaged in the Cedar Rapids community.

PROFESSIONAL AFFILIATIONS & CREDENTIALS

• Series 66

EDUCATION

• M.B.A., Business from University of Iowa Tippie College of Business
• B.B.A., Finance and Management from University of Iowa Tippie College of Business