Tim Vieth, CRPS®

Tim Vieth, CRPS®

Retirement Plan Consultant

Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, achieve, and enjoy a successful financial life.

 

Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. (Licensed since 2014), Tim can share his experiences to help you navigate your financial journey to and through retirement.

 

Tim is a Chartered Retirement Plans Specialist (CRPS®) and is a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.

 

Tim lives in the Chicago suburbs with his wife and three children. Tim and his wife Denise support their teens’ passions for basketball, cheer and gymnastics. During their free time they enjoy cooking, gardening, and competing in 5k’s and triathlons.