Exciting News from Linder Financial Services
It is with great pleasure that we announce Tim Kriegel as the newest member of our Linder Financial Services team! Tim has recently received his Registered Investment Advisor certification and will be soon getting to know you and our business.
Some of you may know Tim. He has been a long time LFS client and a former neighbor of Bernie and Toby in Hendersonville. He recently retired from his position at Selee Corporation where he held a number of executive financial positions, including Chief Financial Officer. He holds a B.S. in Business Administration from Clarion State University and is a Certified Public Accountant. He currently resides in Hendersonville.
We are so excited that Tim has agreed to join us. He will have two immediate priorities as he comes aboard:
Tim will provide additional LFS financial advisory capacity in western NC and cement our long term commitment to that area which we all love so much. We will now be able to take on new clients in western NC and provide additional operational support to those of you that reside there now. But no worries, Bernie still thinks he’s in charge and is available for coffee and advice as always. You will continue to interact with him, and with us from Atlanta, just as you do now. But feel free to refer your friends and neighbors to us now – we can now absolutely support them and we are always truly grateful for your kind words to your friends and family.
The new SECURE Act (see Bernie’s Blog) has reinforced the importance of smart generational wealth transfer so Tim will be leading our efforts to develop the “what” and “how “ to do this very important work with and for you. This work is not just paperwork, although there is always plenty of that. We are looking forward to building robust plans to get to know your heirs and build their trust in us, while we give you one less thing to worry about!
We are looking forward to introducing you to Tim over the next several months. Those of you in western NC will get to meet him in person sooner, but expect that all of you will hear from him over time. Please join us in welcoming Tim to Linder Financial Services.
Tim’s contact info:
Phone: 828-606-9078
Email: Tim.Kriegel@linderfinancial.com
Bernie, Marci, and Lori