Tim Doehrmann, CFP®

Tim Doehrmann, CFP®

Founder & President

I am a CERTIFIED FINANCIAL PLANNER® in Morton, IL. My career in financial services began as an intern at Advance Trading in Bloomington, Illinois, a commodity brokerage firm providing risk management services for clients. I completed my internship there and graduated magna cum laude with a Bachelor of Science degree from Illinois State University. I then became a licensed financial advisor in 2002 with Waddell & Reed Financial, Inc.

Before founding my own wealth management firm, I was also the founder, owner, and president of Tim's Ace Hardware/Interiors Roecker's in Peoria, IL. I have spent time as a real estate broker in Lake Ozark, MO, and previously served as a member of the Illinois Air National Guard, later becoming a veteran of Operation Iraqi Freedom and Operation Enduring Freedom (honorably discharged in 2005).

Off the Clock

I enjoy spending time with my family, reading, traveling, fishing, hiking, boating, or any activity that keeps me physically active. I also enjoy cooking and sampling the local cuisine with my wonderful wife.