What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELORSM, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.
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Timothy Oman CRPC®
Vice President – Investments
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity, and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate you current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
My Background
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in the Woodstock, IL, office. I began my financial services career in 2004, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to spend time with my family. My wife Donna, two grown boys, Tyler and Trevor and my sweet granddaughter, Leah! I enjoy playing golf, fishing and supporting the Chicago Cubs and Bears!
Areas of Concentration
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Retirement Income Planning
- Small Businesses
- Wealth Management
Education and Credentials
- Columbia College Chicago, Bachelor of Arts degree
- Chartered Retirement Planning Counselor℠ (CRPC®)
My Community Activities
- Serve at Willow Crystal Lake Community Church
- Coach Football and Baseball at Woodstock North High School
Phone 815-337-4485
Toll Free Phone 855-337-4485
Phone (Direct) 815-345-5323
Fax 815-337-5865
Check the background of this investment professional on FINRA’s BrokerCheck