Speaking Engagements & Clients


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.



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.