Tim Benton, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • Retirement Income Strategies
  • Intergenerational Planning

About Tim

Helping others is what wakes me up every morning. I'm convinced that I was created to serve others. It's what energizes me. I chose a career in financial services because I believe I can make a difference in the lives of families.

As a kid, I grew up working for my dad's small business. I learned a lot of things from my dad, but my two biggest takeaways were 1. Doing the right thing for people is always the right thing to do, and 2. when the reason you work is to serve others, the work will always be rewarding.

Before working...

Education

  • Hope International UniversityBachelor of Arts

Personal Interests

  • Pickleball
  • Mountain Biking
  • Spending Time with Family
  • Music
  • Sports Enthusiast

Team Members

  • Val Messerall
    Branch Office Administrator
    FPQP®
  • Diana Weinert
    Branch Office Administrator

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