With over 15 years of experience in wealth management, Tim knows that financial planning is more than investment advice. It’s about getting to know you and building the right plan for your specific situation. It’s a product of good guidance and sound decision-making – whether you're looking to preserve, grow or transfer your wealth.
As a CERTIFIED FINANCIAL PLANNER™ professional, Tim has completed a rigorous and comprehensive program that covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. He uses his broad industry knowledge to develop a personalized plan designed to achieve financial confidence for you and your family.
Tim's specialties include portfolio composition and management, retirement planning, retirement income distribution, estate planning, small business benefit implementation, and risk insurance.
Tim and his partner, Dominic Mirretti, cofounded Mirretti Perryman Wealth Strategies (MPWS) as an independent practice in 2016. It has been a successful venture and the practice couldn’t be happier with their affiliation with Raymond James Financial Services. Before founding MPWS Tim worked as a Financial advisor at Thrivent Financial and earned his bachelor’s degree from Valparaiso University.
Originally from Acton, Massachusetts, Tim now lives in Glen Ellyn with his wife, Becca and twin girls, Gloria and Stella. When he's not in the office, Tim enjoys playing softball, going on bike rides, traveling, cooking and learning about wine. Tim is a supporter of PBS (WTTW) and Lutheran Child and Family Services.
Tim advises clients all throughout Chicagoland.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.