Tim is a skilled Client Service Associate with four years of financial operations experience. At Compound Planning, Tim helps advisors and clients achieve their financial goals by facilitating a variety of custodial operations and providing platform expertise. Tim graduated Summa Cum Laude from DePaul University with a B.A. in Finance and holds a FINRA Series 65 license. Outside of professional pursuits, Tim is self-taught multi-instrumentalist who is an active member of the Chicago music scene.