Timothy P. Lata, CLU, ChFC

Timothy Lata

Timothy P. Lata, CLU, ChFC


Wealth Advisor

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“Try not to become a man of success. Rather become a man of value”

-Albert Einstein

Tim is a native of the Detroit, Michigan area. He is a graduate of The University of Michigan where he also pitched for the baseball team for three seasons. After a three year stint pitching in The St. Louis Cardinals organization, he began his insurance and investment career. Tim recently celebrated his 26th anniversary in the financial services industry.

Tim earned his Chartered Life Underwriters (CLU) and his Chartered Financial Consultant (ChFC) professional designations from The American College in 2003 and 2004 respectively. His areas of specialty include the following aspects of wealth management: Investment planning, retirement planning, estate planning and risk management planning. He is also proficient in the area of business succession planning.

In his spare time, Tim serves as President of The West Bloomfield High School Boys Lacrosse Booster Club. He also serves as an Advisory Council Member to The Oakland Schools Business Services Technology Department.  In the past, he has served on the Alumni Association Board of Bishop Foley Catholic High School and as the Director of the school’s endowment fund as well as having served as the Honorary Chair of the school’s capital campaign. He resides in Clarkston, Michigan with his wife Kelly and sons Brennan and Dylan.