Timothy J. Banks

Founder

Tim has a strong devotion for his families that trust him with their financial well-being. Since 2002, Tim has helped families across the U.S. with the important financial decisions surrounding retirement and throughout. He loves working with families within the income distribution and asset preservation “phase” of their financial life.Tim is a student of financial planning and has a strong passion to learn more about it every day.

He has been married since 2009. Tim and Roni live in the Webster Groves area and have two amazing kids, Annie and Calcaterra.