Our Qualifications

Tim Chase has been working with individuals and businesses providing quality financial services and products since 1994.

Tim holds the series 6,7,63, and 65 licenses with the Financial Industry Regulatory Authority (FINRA).  He is a registered representative with Woodbury Financial Services Inc. currently registered in WI, FL, NY, and WV.  Tim also has his Life and Health licenses from the state of Wisconsin.  These licenses along with his Business degree from Western Illinios University,  have given Tim an extensive knowledge of regulations and policies from which to draw on during the financial planning rocess.

Mr. Chase is dedicated to developing lasting relationships with all his clients. He believes in helping them assess their financial goals and participate in the management of their finances.

One of the benefits of working with Tim is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Tim and his wife Kristi are natives to the lakeshore area and have resided in Francis Creek since 2003.