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Tim Sweeney

Pension Specialist

Office Phone: (317) 344-0455
Fax: (317) 344-0455


I graduated from Butler University in 1994.  After working 12 years in corporate America and living all over the United States, I decided to return to the Indianapolis area and begin a career in financial services.  After learning about the industry, I saw a unique opportunity to genuinely help people.  Most Americans never put themselves on a path to be able to retire comfortably…they aren’t taught the right ideas or they never meet with someone who has their best interests in mind.  I get so energized by helping people understand the importance of saving and planning for the future… I feel like I really am making a difference.
I am number 4 of six children and the son of a retired school teacher and a retired firefighter. The unique thing is that the school teacher is my father and the firefighter is  my mom!
My wife Annie and I reside in Zionsville along with our amazing daughter Cecelia who was born August 1st of 2017.  Additionally, we consider our Beagle mix Betsy…quite possibly the greatest dog on earth (!), part of our family.   Finally, we have over twenty five nieces and nephews that keep us busy, and we most enjoy spending time with the many family members and friends that we are blessed to share our life with.

Contact Info

410 W Oak Street, Suite 6
Zionsville, IN 46077

Office Phone: (317) 344-0455
Fax: (317) 344-0455