Timothy Morgan, RFC®

Timothy Morgan, RFC®

Tim joined Planning Sense, Inc. in 2002 having been in the industry for 2 years previously.  He is now the Vice President primarily working on case analysis and preparation.  His passion is researching and analyzing clients’ current situations and finding understandable and comfortable solutions to their needs.

Tim graduated from West Genesee High School in 1994 and from SUNY Potsdam in 1999.  He majored in Economics and took many courses that help him in his everyday practice working with clients, including, Corporate Finance, Investments and Principles of Accounting, among numerous others.  The most valuable class was the Investments class where the semester long project was to create your own mutual fund and calculate many of the numbers that Wall Street uses so he was able to learn what they mean and why they are important.  In addition to majoring in Economics he also played lacrosse for the SUNY Potsdam Bears while attending school there.

Outside of the office Tim is married to his lovely wife Jessica and they currently have one son, Sam, and another on the way.  Their household is balanced out by their 2 dogs, Abigail and Daisy and their 2 cats, Buddy and Jakey, making for a busy house!

Tim is an Eagle Scout in the Boy Scouts of America and continues to volunteer his time in the Troop he grew up in many years ago.  He is the Scoutmaster of Troop 220 in Taunton where he has over 50 Scouts he works with weekly during the school year.  He takes them camping every month and for a week to Sabattis in the summer.  In addition to that Tim is also a member of the Longhouse Council Executive Board and currently serves as one of their District Chairman.  He is an Eagle Scout with a Silver Palm, is a Vigil Honor Member of the Order of the Arrow, Scouting’s Honor Society and has earned his Woodbadge beads, which is the pinnacle leadership training course in the BSA, as well as a lifetime member of the National Eagle Scout Association.  With a 1 year old son and another on the way Tim doesn’t plan on leaving Scouting anytime soon!

Tim’s life focus is clearly on helping people either in his work life or volunteer life and he is passionate about both.

Practice Focus
Comprehensive Estate Planning
Custom Financial Planning
Retirement Plans
Retirement Distribution Plans
Financial Plans

Education/Designations
RFC: Registered Financial Cons.
West Genesee HS 1994
BS Economics: SUNY Potsdam

Affiliations
IARFC
National Eagle Scout Association

Community
Interlakes District Chairman

 



Our Team:

Donna Graber Timothy Morgan