Tim serves as the primary Wealth Planning Director for Wealth Consultants Benjamin Klutenkamper and Sam Fox. He works with Ben and Sam towards providing clients the best wealth planning and client experience possible. This includes preparing Ben and Sam for meetings, creating investment paperwork, continually updating client information and more throughout the planning process.
Prior to joining Genex Consulting, Tim was a Financial Service Professional at Synergy Wealth Solutions in Chesterfield, MO. He focused on providing clients with a wide variety of products and services that helped them to meet their short and long-term financial goals, estate strategies, and insurance needs.
Tim was born in Japan, grew up in Kansas City and now lives in St. Louis, MO. He is a Navy Veteran who spent tours stationed in Key West, FL and Oahu, HI. He loves to travel and has spent time studying and traveling throughout SE Asia. Whenever possible, Tim and his wife Jennifer enjoy spending time in the woods or on the water. He is a die-hard Kansas City Chiefs fan and has come to love the St. Louis Cardinals.
Bachelor of Arts - International Business, William Jewell College
Life, Accident and Health Certification