Advisory Services


Tim's combination of experiences and relationships in retail financial services, corporate consulting, specialty financing services, multi-national business management and corporate finance allow for a unique viewpoint towards value creation, capture and protection.

Tim enjoys spending time with his wife of 25+ years, Bachis, and their two sons, Alan and Alex, when they have time to be with their parents.

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 has donated time, talent and treasure as a volunteer tennis and alpine ski coach for the Colorado Special Olympics, as well as at the Gabriel House Project of Catholic Charities.  He served at St. Thomas More Catholic Church in roles on the Finance Council and with Feed Our Friends Food Truck. As their boys grew Tim coached youth soccer and baseball teams for many years.

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 and the Chartered Life Underwriter (CLU) designation from The American College of Financial Services.

Tim Balfe