Hi there and welcome to our practice. My name is Tim Pope I am a CERTIFIED FINANCIAL PLANNER™ and GA pilot who serves professional pilots across America. I really enjoy the deep relationships I create with my clients through the financial planning process. It’s exciting to help clients set their destination, plot a course, and navigate life’s twists and turns until their goals become a reality.
I help clients organize and optimize their financial lives by using a straightforward planning process. I prefer an active, hands-on partnership where my clients’ goals, dreams and values are at the center of their plan. They are the driving force behind our decisions and recommendations.
Prior to starting this practice in 2020, I worked as a financial planner at a very large investment management firm for several years followed by a several years at a regional bank. I received my Bachelor of Science degree from Wake Forest University.
I currently live in the Charlotte, NC area with my wife Emily and our family. When I’m not helping clients chart their paths to accomplishing their financial goals, I can be found navigating the skies with my family. When we decide to stay on the ground, we can be found serving our Church Family, hiking trails locally and in Western, NC, fishing one of the 3 major lakes in the area or spending time outdoors gardening and in the yard. As you can see from our family photo, we have our hands full!
Thanks for stopping by to learn more about me and our practice. To chat further, please schedule a meeting.
Hi! My name is Stephanie Diaz, and I am the Office Administrator at Cetera Investors. I have been in this role for over 6 years. I currently hold my Series 6, 63, 7, 26, 24, 66, and 51 licenses with FINRA.
I love my job as an Office Administrator because I get to use my customer service skills to assist clients and support our advisors daily. Helping others brings me a lot of joy.
Prior to finding my way into the financial industry, I lived in Costa Rica, where my husband, Rudy, and I owned a surf school. While living abroad, I also earned my Bachelor of Science in Business from the University of Phoenix and graduated with honors.
After our incredible journey in Costa Rica, my husband and I decided it was time to start our little family, and we moved back to the United States.
I currently live in Fort Mill, SC with my husband and our two boys. In my free time, I love going on adventures with my family. We spend most of our time outdoors enjoying nature – our favorite place in town to get our nature-fix is the Anne Springs Close Greenway.
Thanks for taking time to learn a little about me - I can’t wait to learn more about you!