Tim Kretz

Tim joins Zahren Funds after spending over 15 years as a wealth advisor counseling and advising high net-worth individuals and business owners with regard to investment opportunities, risk analysis and monetary returns.
He was part of an investment team that actively managed over $500 million in discretionary advisory accounts.
He is a graduate of Assumption University with a degree in History and Business.
Tim has been securities registered since 2002.
He holds FINRA Series 7 & 66 registrations through LPL Financial.
Tim also holds an insurance license and held the Accredited Investment Fiduciary (AIF) designation in 2013.
Given his in-depth knowledge of capital markets, business development, his strong finance background, family focus, and commitment to the environment, Tim is a great fit for CFI and the opportunities ahead.
Tim, his wife Erin and their two young daughters live in Avon, CT.
In addition, Tim serves as a coach for the Avon Soccer Club as well as a volunteer steward for the Farmington River Watershed Association and he is an avid disc golf enthusiast.