Professional
First and foremost, this process is about you. I want to understand your vision of your future and what is important to you. I have taken more tests and have more designations than any human should, but through all of this I have learned enough to know what I don't know, however I likely know an expert in those areas and know how to discern a true expert from someone who only claims an area of expertise.
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I joined Northwestern Mutual Financial Network as a freshman in college and worked full-time while pursuing an accounting degree. Upon graduation with a Bachelor of Science in Accounting – Cum Laude, I passed the CPA exam and continued working with the Network. I qualified at the top of both Northwestern Mutual and also the industry throughout my entire career of sixteen years. I started with being one of the top interns in the country three years in a row in a top 10 ranked internship program nationally. Today I am one of the very few to qualify for Top of the Table, a small subset the top MDRT producers nationally. My continuing education achievements include earning the Master of Science in Financial Services (MSFS) in Bryn Mawr, PA, Accredited Estate Planner (AEP), Certified Investment Management Analyst (CIMA®) at Wharton Business School, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) designations, and the Certified Financial Planner™ (CFP®) certification. I have specialized in working with executives of both private and public companies. I provide innovative solutions for my clients’ personal and business needs. I don’t do it alone. I have three Associate Wealth Management Advisors (Jack McKeegan, Darla Zumm and Dalma Seitelbach) and two Administrative Associates (Angie Bade and Josh Vandenberg).Jack was a CPA for 10 years with the Big 8, then a bank officer for 8 years and spent 15 years at the Russell investment group before joining us. I have worked personally with Jack for over a decade. Darla adds 26 years of Insurance and Investment expertise and specializes in helping clients identify their Long Term Care Needs, Dalma brings 27 years experience to our investment operations department. Angie and Josh keep us and our office in top organized shape. —Tim Harrison |
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Awards and Recognition Tim Harrison is a member of the Top of the Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Associations and Memberships
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