Tim Lofton

Director of Insurance Planning

Tim is an author, sought after public speaker, and creator of The Retirement Blueprint™. With almost 30 years of planning experience and many national awards, Lofton has made an art out of taking the complicated of planning and making easy to understand and implement.

After earning his degree in finance along with 2 conference swim championships, Tim continued his education by earning the prestigious AAMS® Designation from the College of Financial Planning® as well as attending Wright State University and completing the Certified Financial Planner curriculum.

Lofton served for 15 years as an Army Infantry Officer in the reserves where he earned several awards and commendations. Additionally, he had a successful athletic career after college, competing in over 100 triathlons, 4 Ironman’s, 10 marathons, and a 50-mile ultra-marathon.

Outside of the office, Tim is active in numerous community organizations, serving as a 3-time Past President as well as current board member for the Springboro Chamber of Commerce, and member of Fairhaven Church and part of the annual Ecuador Medical Missions Team.

Tim resides in Springboro, OH with his wife Karrie and their 3 children. Outside the office Tim enjoys coaching soccer and is also active in USTA & GMVTA Tennis Leagues throughout the year.