Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for the Tri-Cities, TN/VA #4838!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

Tim was raised and went to school and college in Central Florida. After attending Valencia College, he worked for Disney as an audio/lighting/pyro tech where he met his wife of 26+ years. He left Disney to get into the radio business in 1996, and except for a few years where he was running his own Web Design company, he has been in radio pretty much ever since. He moved his family up to the beautiful Appalachian foothills of Johnson City, TN in 2007. He still hosts a weekly on-air show in multiple markets called Safe Money Retirement Radio, where he aims to teach retirees the basics they should know to make an informed choice about their retirement.

Tim has been a trusted consultant for a great number of local business owners and high net worth individuals for well over 2 decades. Tim entered the retirement education field in 2017 after seeing a massive need for honest, independent and easy-to-understand answers to the issues facing The Greatest Generation, the Baby Boomers, and every other generation hoping for a safe and prosperous retirement. As a consultant, business owner, and Certified Financial Fiduciary®, he has a passion to help retirees or soon to be retirees make smart choices regarding their retirement options, helping them ensure their hard-earned retirement nest-egg stays safe from any market downturns and provides them a guaranteed income they can never outlive. He is the host and founder of the weekly Safe Money Retirement Radio podcast, speaking the truth to retirees with the information they need to make informed decisions. He is an invited author for Think Advisor, which is a tool for those in the retirement industry, where he uses his years of experience to help others with best practices and tips. Tim also hosts Safe Money Retirement Webinars several times a year to help educate and inform retirees.

Tim takes his role as an educator seriously and believes proper knowledge is the key to making smart choices when it comes to retirement options. His primary focus is to help educate those at or nearing retirement about their options for wealth preservation, income planning, and having an overall financial plan that will help ensure his clients have a stress-free retirement. His goal is to make all of this information easy to understand and simple to implement. His belief in complete transparency and total honesty led him to become a Certified Financial Fiduciary® and lights his path daily as he works with clients. 

He has been married to his lovely wife for over 26 years and has one daughter currently attending college. Tim enjoys traveling with his wife to attend sporting events or concerts and enjoys giving back to his community through programs like AFEA and others whenever possible.