Tim Whelan
Investment Advisor
Tim works with families and business owners from our Okemos office. He's a Certified Exit Planning Advisor (CEPA), a Ramsey Trusted SmartVestor Pro, and a former teacher.
About Tim
Tim taught school in Dansville before moving into financial services in 2016. He joined Cornerstone in 2023.
He works with business owners on planning for the day they sell or step away from their company, and how that sale fits their retirement.
He also works with families on investing, retirement income, and the rules for pulling money out of retirement plans, and he's a Ramsey Trusted SmartVestor Pro.
What Tim helps with
- Exit planning for business owners
- How a business sale fits your retirement
- Retirement income and withdrawal rules
- 401(k) choices and old 401(k)s
- Evidence-based investing
Background
- Education
- B.A., Michigan State University, 2013
- Before Cornerstone
- Teacher at Dansville Schools
- At Cornerstone
- Since 2023
- Licensed
- Series 65, 2020
- Designations
- Certified Exit Planning Advisor (CEPA), Ramsey Trusted SmartVestor Pro
Ramsey Trusted SmartVestor Pro is a designation from Ramsey Solutions. Advisers pay to participate in the SmartVestor program, and the designation is not an independent rating of an adviser's skill or investment results.