When mid-sized business owners see a pie chart representing their costs of doing business, they are very surprised to see that the slice for the cost of employee benefits is now as large as the slice for their payroll. That's why Tim analyzes our clients' employee benefit costs every year, providing a comprehensive report with comparisons, observations, and recommendations. Equally important is his role of helping them stay on top of continual change in state and federal regulatory requirements and carrier procedures.
This level of service extends not just to our clients in the Kansas City area but to the multi-state client base he has built in the Midwest, Southeast, and West. "My personal measure of success is when my client relationships turn into friendships. Many of them have, and that's why we set a higher standard of communication and proactive response for our clients."
Tim grew up in Saint Louis and received his Bachelors Degree from the University of Missouri. He considers himself born into the financial services business. Through his father’s business he has been around financial planning, employee benefits and life insurance his whole life.
University of Missouri - St. Louis