wade - He can talk to you about whatever you've got going on. I never had a financial advisor but needed help transferring my 401k from my former employer's setup to something new, so he helped me out with that. We sat down and talked about my financial goals, what I was interested in investing in, my level of risk, etc.
I knew Tim as a friend through the Club so I knew I trusted him. He grew up around the financial industry because his dad is a financial advisor as well. He's younger than I am, but his knowledge base far surpasses my own. The SA A&M Club has already looked to him for his financial expertise on some of the initiatives we have going on.
I'm confident recommending him to anyone because I know anyone can trust him, and I know he'll do his best to meet anyone else's expectations too.