Tim Asche, MBA, CEPA Partner Senior Financial Advisor Tim is responsible for developing and implementing planning strategies customized to fit each of his client’s profiles. Planning strategies include but are not limited to; retirement planning, tax planning, estate planning, wealth planning, and exit planning for business owners. Tim can accommodate both individual/personal and business owner’s needs. Tim has a Bachelor of Finance and Mathematics, MBA with distinction and emphasis in Finance, CEPA (Certified Exit Planning Advisor). He has over 23 years in the financial services industry. He works very closely with other professionals in the field i.e. Accountants, Attorneys, and Bankers for the benefit of mutual clients. Tim’s past experience and his CEPA designation help him to assist business owners in their planning needs whether the client is opening a business, growing a business, or exiting a business. Tim is there to advise and direct. Tim’s business models are: 1. His clients come first. Whether it is to make them money, save them money, provide confidence or a combination of all three, he is there. 2. The Golden Rule: Treat others the way you want to be treated yourself. 3. Word hard, look out for people, and good things will happen for all. Tim resides in the Brainerd lakes area with his wife Jen of 20 years, and their 3 children Alex, Aiden and Audrey. When he is not running the “kids uber”, he enjoys, golfing, exercising, gardening and all the other activities the Lakes Area has to offer.

Latest Digital Offer

Helpful Links

Past Print Ads