One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals.
I earned a bachelor's degree in sustainable management from the University of Wisconsin in Parkside. In addition, I received an associate degree in business in 2013. I joined Edward Jones in 2017 after spending the previous decades in consumer lending.
My spouse, Megan, and I have two children and live in the same house Megan grew up in, and is now sheltering its fourth generation. When I leave work, I enjoy volunteering as a youth skating coach and finding other unique ways to give back to the community.
Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives.
My Personal Interests
- Car Restoration
- Home Improvement
- Outdoor Enthusiast
Office Address1430 Oak Ct
Beavercreek, OH 45430
Phone NumberTim Schmale at (937) 956-6280
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More