Timothy Oman CRPC^®

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