phone: 574.849.8848

Professional Services and Focus

How We Work with Clients

• I seek to serve the client first and foremost with the intention of making the planning process itself the primary product I deliver. Investment tactics and financial products, if used, are merely tools to help implement plans and reach client goals.

• I offer a comprehensive, life-planning approach to the financial planning process driven by the discovery and integration of client values and goals.

• I focus on and utilize a wide array of socially responsible investing (SRI) options to comprehensively address client estate planning, retirement and investment management objectives.

• I seek to make my cost structure as transparent as possible and make even complex financial plans as concise and simple as possible.

Professional Affiliations
Tim is an Investment Adviser Representative of MMA Trust Company, a Registered Investment Advisor, as well as Investment Advisors, a Registered Investment Advisor and a division of Pro Equities, Inc. Securities offered through Pro Equities, Inc., a registered broker-dealer. Member NASD and SIPC. 1110 N. Main Street, Goshen, IN, 46528 (574)533-9511 MMA Goshen and MMA are independent from Pro Equities, Inc.
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Education and Experience

Educational Background

• Accredited Investment Fiduciary™ (AIF®) Course of Study, University of Pittsburgh, Katz School of Business, Center for Fiduciary Studies, 2003

• Certified Financial Planner™ (CFP®) Course of Study, American College, Bryn Mawr, Pennsylvania, 2001

• Bachelor of Arts, Economics and Social Studies, Bluffton College, Bluffton, Ohio, 1995

Professional History

• MMA Trust and Investment Advisor, June 2003–present

• Independent Investment Adviser and Business Development Consultant for First Affirmative Financial Network, LLC, 2001–2003

• MMA Counselor, 1997–2001

• Financial Adviser for MMA with Pro Equities, Inc., 1999–2001

• NASD registered representative with Franklin Financial Services, 1996–1999

Professional Certifications and Licenses Held

• Certified Financial Planner™ (CFP®)

• Accredited Investment Fiduciary™ (AIF®)

• NASD series 65, Investment Advisor Representative, 1999

• NASD series 7, General Securities Agent, 1999

• NASD series 6, Investment Co. & Variable Contracts, 1996

• NASD series 63, Uniform Securities Agent, 1996

• Indiana Resident Life & Health Insurance license, 1996

Community Involvement

Personal Notes

Tim was born in Kitchener Ontario, the grandson of Russian Mennonite immigrants. He grew up primarily in Elkhart County, Indiana but also lived in Ontario, Canada, Kansas, and Washington State. Tim attended Bethel College in Newton, Kansas and graduated from Bluffton College, Bluffton, Ohio, in 1995.

Tim now lives with his wife and dog in Goshen. He serves on the Friends of the Mill Race Center Farmers Market board, is a member of Southside Fellowship and participates as a member of Michiana MEDA (Mennonite Economic Development Associates). He enjoys grilling and gourmet cooking, entertaining friends, and water and downhill skiing.

Disclaimer

Registered Representative with Pro Equities, Inc., Member NASD, SIPC
Supervised from the following Pro Equities Branch Office:
1110 North Main Street, Goshen, Indiana 46528; phone: 574.533.9511.

Tim Braun subscribes to a package of professional services offered by First Affirmative Financial Network, LLC (FAFN). He/She is not an investment advisory representative of FAFN. First Affirmative is not an affiliate or subsidiary of