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About

Tim Pierson, ChFC, President/CEO

My drive to help my clients create solid financial foundations comes from a personal place: I lost my father at age 7, leaving my mother with 5 kids and no income in the harsh Wisconsin winters. That’s why I strive to provide every client with the type of personalized attention to detail you would want for your family. My wife, Lisa, and two daughters, Alix and Jessica, are more than my pride and joy – they are a constant reminder of my motivation to help working families.

As a Chartered Financial Consultant (ChFC), I specialize in the unique challenges faced by the trades and I’m prepared to meet the financial planning needs of individuals, professionals, and business owners. While some in my industry can make the process complicated, I employ a rather simple process – actively listening to attain information and determine a risk profile specific to each of my clients; analyze and evaluate this data; develop and present a personalized solution to the problems or concerns to be addressed; reach agreement on implementation responsibilities and begin a monitoring schedule.

The work I do provides you with the framework and tools to help work towards reach your financial goals!

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