Tim Sweeney

Designations and Licenses

Tim holds an Accident & Health or Sickness, Life, Variable Life and Variable Annuity insurance license.

Experience and Education

Tim provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Tim was director of investments at Houston Financial, where he provided portfolio management and wealth planning services to high-net-worth individuals and families. He also served as vice president and financial consultant at Charles Schwab, advising clients and customizing investment portfolios to meet their financial goals.

Tim has a BSBA from the University of Central Oklahoma.

Personal Interests

Away from the office, Tim enjoys playing golf, spending time with his family and watching OU and OKC Thunder games. He has been happily married to his wife, Andrea, since 2000, and they have three children—Alexis, Austin and Aubrey—whom he loves cheering on at their sporting events.