The Team

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As a Certified Financial Planner® Tim serves his clients by providing personalized, hands-on Comprehensive Wealth Management. Tim's clients are local professionals, business owners and a collection of retired individuals from local companies. As a Certified Divorce Financial Analyst™, Tim helps divorcing couples and their attorneys examine and separate the collection of financial and tax issues specific to divorce.

After graduating from Northwest Missouri State University in 1987 with a Bachelor of Science Degree in Finance and Management Tim started his financial service career in Des Moines Iowa with Met Life. In 1991 Tim worked as a Financial Advisor with CUNA Mutual, which provides financial planning to individuals through their local credit unions. CUNA transferred Tim to Beaumont Texas where he served the members of Mobiloil Federal Credit Union. A second transfer sent him to Dallas to serve at Texins Federal Credit Union for the employees of Texas Instruments. Tim decided that Beaumont was his home, and returned to take a position providing financial planning services to the customers at Prime Bank. Tim started his own independent firm in 1996.

Tim and his wife of 30 years , Alicia, reside in the Beaumont area. They have three children - Kascy, Alec, and Julia.

Education

Northwest Missouri State University, Maryville, MO-1987

Bachelor of Science-Finance/Management

College of Financial Planning, Denver, CO-1997

CERTIFIED FINANCIAL PLANNER™

Institute of Certified Divorce Financial Analyst, Southfield, MI – 2002

CERTIFIED DIVORCE FINANCIAL ANALYST

The EDS, LLC QDRO & Tax Team Pictured Above are: from top left: QDRO Assistant -Haley Schmidt, Enrolled Agent -Jennifer Abshire

from Bottom Left: QDRO Specialist- Shelley Permenter, Certified Divorce Financial Analyst-Tim Satre, Branch Operations Manager-Dianne Walker