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MEMBER PROFILE

 

Tim Obendorf

Steward Advisors, LLC

 

Member profile details

Membership level
Chicago Individual
First name
Tim
Last name
Obendorf
Title
Founder & Wealth Manager
Company
Steward Advisors, LLC
 

CONTACT INFORMATION

City
Chicago
State
Illinois
 

PROFILE INFORMATION

Call me when
a client is struggling to understand how to convert the value of their business into an income stream in retirement.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Charitable giving
  • Corporate finance
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Investments
  • Philanthropy
  • Retirement
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Media and Entertainment
  • Software/Internet
  • Telecommunications
Professional Certification(s)
CFP(R)
In Business Since
2011
How to contact
tim@stewardadvisors.com
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