Timothy T. Whipkey, CFP®

Investment Advisor Representative

Tim serves as the Director of Financial Planning and is an Investment Advisor Representative. Tim has provided financial services since 1989 and specializes in retirement income and financial planning. He has a long history of establishing client relationships through this approach.

Tim received a bachelor's degree from from Denison University in 1987 and is a CERTIFIED FINANCIAL PLANNER He currently holds Series 6, 7 and 63 security registrations in addition to multiple state insurance licenses.

Phone 614.427.0127
Fax 614.427.0127