Analyst

He is responsible for reviewing and analyzing financial statements and other essential documents, as well as researching and presenting competitive landscapes, demographic overviews, and recent transactions to support the soundness of M&A deals.

He is also responsible for creating valuation opinions and flexible financial models. His past experience includes accounting for small businesses in the tri-county area, retirement and tax-strategy planning, and portfolio management for a regional bank.

Tim is a graduate of Oakland University with a degree in Accounting as well as Finance. He is currently enrolled in their Masters of Accounting program. He holds the FINRA Series 79 License.

Outside of work, he enjoys spending time with family and friends, playing team sports, traveling to ski resorts and cable parks, and participating in other outdoor recreational activities.