Tim Wheeler

Retirement Specialist

Tim is a thirty-five year veteran of the financial services industry. He spent several decades as a specialist in long term care, and in recent years he has focused his practice on veteran’s benefits, life insurance, trusts, retirement, estate planning and is a Series 65 Licensed Investment Advisor. Tim is valued for his expertise in all areas of retirement, and has a gift of communicating complex issues in a simple and easily understood manner.