Tim is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm.
The mission statement is “to provide retirees and soon-to-be retirees with a greater sense of confidence about their retirement plan.
”Tim holds the Chartered Retirement Planning Counselor SM designation and the Certified in Long-Term Care designation. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you.
Tim holds the Certified Financial Fiduciary® designation which demonstrates that his recommendations are always to put client’s best interest first. Honoring these codes of conduct holds him at the highest standards of professionalism. Being active with continuous education allows Tim to share content and resources in an effort to provide additional benefits to his clients.
A dynamic speaker and respected professional, Tim has delivered presentations on myriad financial planning topics including Social Security maximization, retirement income creation and Medicare planning.
He has been published locally in The Marketeer, nationally on Fox Business, and he co-authored the book Protecting Your Assets from Long-Term Care. He can be heard on local radio stations such as AM1470 WMBD and on his podcast “Whisler While You Retire.”
On a personal note, Tim and his wife Ronda are lifelong Central Illinois residents. They make their home in Morton along with their two sons. In addition to being a wonderful wife and mother, Ronda serves the community as a registered nurse.
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.
