Tim is a founding partner of Eukles Wealth Management. Tim spent 8 years as a Senior Vice President and Managing Director for Morgan Keegan and Company, Inc. after working at Smith Barney for 14 years. His prior employment includes serving as Managing Vice President of Fifth Third Bank’s Institutional Trust Employee Benefits Division. Along with Steve Jung and Abby Morgan, Tim’s Retirement Plan Partners team has worked together for over 15 years.
Tim has personally worked with qualified retirement plan sponsors for over 30 years. He also graduated from Thomas More College with a Bachelor of Arts in Economics.
Tim was recently named one of the Financial Times Top 401 Retirement Plan Advisors! Click here for the press release.