Timothy Roman - became associated with the MPPL team in 2004. He specializes in helping educators, retirees and small business owners develop secure futures for themselves, their families and their employees.

Tim is a licensed financial planner and associate of Midwest Professional Planners, Ltd. He has over 16 years experience in the financial industry with a Bachelor of Science degree from the University of Wisconsin-Madison. He is a chartered Financial Consultant with the American College.

In addition, Tim is a past president of the Kiwanis Club, board member of the Portage County Big Brothers Big Sisters, coach and board member for the Plover Little League and coach for the Stevens Point Area Youth Football.

Tim is licensed in the following areas:

  • Investments - Series 7, 24, 63, 65
  • Insurance - Life, Health, Casualty, Variable Contracts

Please refer to our disclosure brochure for full disclosure or any potential conflict of interest.