Timothy (Tim) Takacs
Paraplanner & Financial Planning Operations
Tim supports the Tide Creek financial planning team through developing and implementing comprehensive financial plans tailored to each client’s unique goals and circumstances. He assists with analyzing client information, conducting financial research, preparing planning recommendations, and helping the team efficiently address the financial needs of clients throughout their planning journey.
He graduated from Virginia Tech’s Pamplin College of Business with a Bachelor of Science in Business, majoring in Financial Planning & Wealth Management. His academic background has provided him with a strong foundation in financial planning, investments, and wealth management.
"I'm really looking forward to building lasting relationships with our clients and fostering a strong sense of community. Helping people feel confident and secure in their financial future is truly meaningful to me."