
Financial Advisor's Workshop with Brian Kasal #14 Time To Focus on ‘High Earners, Not Rich Yet’ Clients? w/Timothy Bickmore, Director of Financial Planning/Co-Founder at LBW Wealth Management
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Timothy Bickmore (@bickmore57) is the Director of Financial Planning/Co-Founder at LBW Wealth Management. LBW provides financial growth and independence services to clients. After receiving a degree in economics, he accepted a position at a large, independent wealth management firm. Few years later, Madison recruited Timothy to create and head the financial planning division at a smaller firm. He currently holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ or CFP® and a Certified Private Wealth Advisor® or CPWA® professional. Tim is also a board member of DAMA and resides in Monona, WI.
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