Timothy Wells, MBA, CFP®

Tim started his professional career as a business banker in 1998, and he pursued his passion to become a financial advisor in 2013. He is now a Certified Financial Planner™ practitioner and an Investment Advisor Representative. His experience in commercial banking, corporate finance, and financial planning, in addition to teaching at Davenport University, has prepared Tim to be a comprehensive financial resource for families in West Michigan and beyond. Tim’s primary objectives when serving clients are to teach and guide them through the financial planning process so they can become better stewards of their resources.

Outside of the office, Tim enjoys spending time with his wife and three daughters, who are a significant blessing in his life. He is also actively involved with his church and global missions.