Tim Balfe's Story

Tim has been serving individuals, families and businesses in retail financial services since 2011 with the experience he has gained over decades of corporate consulting, specialty financing services, multi-national business management and corporate finance, and at a national broker-dealer.


When Tim isn't busy at the office, he enjoys spending time with his wife of 25+ years, Bachis, and their two sons, Alan and Alex. While Tim was raised in New England and the Midwest to parents of Irish and Polish heritage, Bachis was born and raised in Mexico City to parents of Spanish and Italian heritage. The family is bi-lingual (English and Spanish) and multi-cultural and embraces heritage and culture from all sides of the family.

Tim donates his time as a volunteer tennis and ski coach for the Colorado Special Olympics, as well as a member of the Finance Council at St. Thomas More Catholic Church.


Tim earned his BS from Cornell University, an MBA from Northwestern University, the Series 7 and 66 securities licenses as well as a CO Health and Insurance license as well as having earned the Chartered Life Underwriter (CLU) designation from The American College of Financial Services.

Regulatory Filings - Form ADV

Transparency is the basis of trust, and we believe that trust should be earned and nurtured. We include our regulatory filings for you below, so you can rest assured that your money will be handled according to all applicable laws and regulations.


JRW Advisory Services

6422 S Quebec St, Bldg. 4

Centennial, Colorado 80111


Tel: 720-253-0682

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