Meet Tim Rine, an accomplished financial services professional with more than 20 years of experience working in the Southeastern United States. Throughout his career, Tim has developed an outstanding reputation as a skilled relationship manager, financial consultant, and investment solutions expert. He is highly knowledgeable in mutual funds, separately managed accounts (SMAs), asset allocation, risk management, portfolio diversification, liquid alternative strategies, practice management, business consulting, capital markets, and investor/client educational seminars. Tim studied at Canisius High School, College for Financial Planning where he earned a Chartered Retirement Planning Counselor, CRPC® certification, and John Carroll University where he earned a BSBA in Management and served as Chairman of the Student Business Advisory Council.

Tim previously held senior leadership roles at Charles Schwab, Wells Fargo Asset Management, and AMG Funds before becoming LPL Financial Advisor at White Oak Wealth Group. He is passionate about helping clients achieve their financial goals and has a reputation for delivering superior customer service, consulting, and educational seminars. Tim's outstanding leadership, relationship management, and investment expertise make him a highly-valued member of any team.