Tim Hennen
As a financial advisor and client service associate, Timothy serves as a main point of contact for clients. He focuses on building strong relationships by taking time to understand each client’s financial goals and challenges. Using this information, he develops financial plans, educates clients on their investment options and helps them make informed financial decisions. He also helps the team prepare for meetings, and he coordinates performance reports and other financial documents.
Timothy has three years of industry experience. Prior to joining the firm, he was a data analyst on the pricing team of nVent. In that role, he gathered, cleaned and analyzed large datasets related to pricing, market trends and competitors’ strategies to identify patterns, customer behaviors and opportunities for improvement. He monitored competitors’ pricing and created reports and dashboards to communicate performance and insights to stakeholders. He also collaborated with IT and data engineering teams to ensure data accuracy and integrity.
Timothy’s past experience also includes serving as a software developer for OATI, where he designed, developed and maintained APIs to facilitate seamless data exchanges between various software systems. He was responsible for troubleshooting integration issues and customizing existing integrations to meet evolving business requirements and optimize system performance.
Timothy has a bachelor’s degree in management information systems from North Dakota State University and holds the Series 7 and 66 registrations with LPL Financial.
Outside of work, Timothy enjoys traveling, going on cruises and exploring new destinations. He is a regular volunteer at the White Bear Lake Food Shelf. He also dedicates time to working out, biking and maintaining a healthy lifestyle. Above all, he cherishes quality time with his wife and two cats.