Tim Veazey grew up on a dairy farm in western New York. He spent the first 10 years of his career as an agricultural lender, and after that, has been a financial planner focused on agribusiness clients for over 20 years. This experience has fueled his passion for helping owners of large farms develop and implement business succession, estate transfer and personal financial plans. Through a comprehensive financial planning process, working closely with the clients' team of other advisors, he is able to help his clients create a plan designed to grow, preserve, protect, use and distribute their personal and business wealth more effectively. Tim's strength is the ability to see the "big picture" of the client's situation and issues while being able to address the necessary details with the intent of ensuring that their goals can be met. The long term relationships between Tim and his clients have proven to be valuable as the financial plans continue to be reviewed and adapted as time and circumstances warrant.
In addition to his work with agribusiness owners, Tim serves on the Board of NY FarmNet, is a lead usher at his church, is an active member of the NY Agricultural Society, and helps with several 4H, Farm Bureau and Cooperative extension programs and events. He earned a BS in General Agriculture from Cornell University, obtained the CFP® certification as well as the CLU and ChFC designations, holds Series 7 and 65 securities registrations, and is insurance licensed in several states.