Tim Smith, CPFA®
Wealth Advisor
Hello, I am the financial advisor serving our Florida office in Minneola. I began my career in financial services in 2021, marking an exciting second chapter after retiring from a 32-year career as a high school teacher and football coach. My years in education and coaching shaped my passion for mentorship, discipline, and helping others work toward meaningful goals—values I now bring to my clients every day.
I am committed to guiding individuals and families with clear, straightforward advice as they pursue financial confidence and long-term clarity.
My wife, Debbie, and I have been married for 37 years, and we are proud parents of two adult children, Jillian and Kai, as well as two grandsons. Debbie also serves as our client specialist in the Florida office, and we enjoy working together to support the families we serve.
In our free time, we enjoy traveling, hiking, and spending as much time as possible with our grandsons. And as a proud Midwesterner at heart, I remain a loyal fan of the Minnesota Vikings.