Tim Roemmich


Tim Roemmich is a Senior Financial Analyst and has been with the firm since 2004.  He is a CERTIFIED FINANCIAL PLANNER® and has earned the Chartered Advisor for Senior Living® (CASL®) designation. Tim holds a Bachelor’s degree from Northwestern College.  He has worked in the financial industry for over 25 years.  


I really enjoy getting to know, understanding and working with our clients.  The value we place on relationships with our clients is probably the best and most important aspect of our firm.

When not at work, I am very busy with my family and their activities.  My family includes my wife of over 32 years, Maribeth; and our four children – T.J. (and Emily), Ben (and Alli), Maegan (and Tyler) and our youngest Mandi.  We are also blessed with six grandchildren. Our son TJ and his wife Emily have five children:  Colton, Manny, Priscilla, Sammy and James.  Our daughter Maegan and her husband Tyler have a daughter, Lanie.  Most of our “down” time is spent following our children and grandchildren in their sporting events.