Speaking Engagements & Clients

Accomplishments

From national speaking engagements to church-sponsored Stewardship Ministry classes, Tim continues to cultivate his circle of influence in the world of finance and deliver the promise of sound financial futures to his clients.

Accomplishments

 

Speaking Engagements

  • American Institute of CPAs - New York, New York
  • Arizona Board of Realtors - Fountain Hills, Arizona
  • Broward Medical Association - Fort Lauderdale, Florida
  • Disrupt LA Tech Summit - Santa Monica, California
  • National Association of Insurance and Financial Advisors- Norco, California
  • North Carolina Medical Association - Wake County, North Carolina
  • North Carolina Realtors Association - Raleigh, North Carolina

  • Pacific Life Insurance Annual Convention - Huntington Beach, California
  • The Palms Resort Annual Meeting The Impact Partnership - Scottsdale, Arizona
  • Partners Advantage Insurance Services Annual Meeting - Las Vegas, Nevada
  • Secrets of Financial Success - Fontana, California
  • Stewardship Ministry Calvary Chapel - Fountain Hills, Arizona
  • Wake County Realtors Association - Wake County, North Carolina

 

Client List

  • Anesthesia International
  • Stephenie Bjorkman, Sami Fine Jewelry
  • Craig Davis, Craig Davis Properties
  • Roland Gammon, White Oak Properties
  • Mark J Gordon, Precession Response Services
  • Raymond A Hill, Institutional Research Services
  • Randy Hoft, B.A.Hoft
  • Suzanne Jack, Sami Fine Jewelry

  • KBL International
  • Bill Korecky, Barmatic Products
  • Bo and Kathy Lassen, Worldwide Nautica
  • Luihn Family, Luihn Foods
  • Joyce Carroll Mathews, Carroll’s Milling (Butterball, LLC)
  • Bill Morris, Morris and Associates
  • Wendell Murphy, Murphy Family Farms (Smithfield Foods)
  • Dr Craig Swain, Optometric Eye Care

 

 

 

 

 

 

 

 

 

 

 

 

 

Family of Companies and Associates

  • Allied Strategic Partnership, LLC
  • Alpha Investment, Inc.
  • Fussell Insurance and Benefits, LLC
  • Omega IM Group, LLC
  • Partners South Accounting, LLC

  • Partners South Estate Planning, Inc.
  • Partners South Insurance Solutions of California, Inc.
  • Partners South Marketing Group, LLC
  • Partners South Properties, Inc.

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