With over 20 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 focus is retirement planning including specialties in retirement income distribution, portfolio composition and management, estate planning, and small business benefit implementation.
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 has been pleased with its partnership with Raymond James. Before founding MPWS Tim worked as a Financial advisor at Thrivent Financial and earned his bachelor’s degree from Valparaiso University.
Tim lives in Glen Ellyn with his wife Becca and their two sets of twins. The girls, Gloria and Stella, were born in 2018 and the boys, Bo and Stanely, were born in 2022. When he’s not in the office, Tim enjoys spending time with his kids, playing platform tennis, going on bike rides, travelling, and cooking.
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.