Advisors
Tim Halchuck
CEO of AMI Investment Advisory Services, Inc. He graduated from Youngstown State University in 1995 with a Bachelor’s of Science in Business Administration, major in Finance. He went on to obtain his Series 7 license in 1996 and his Series 65 license in 2012. He entered the financial services industry in 1991 as an insurance agent. He earned the QPFC (Qualified Plan Financial Consultant) designation from ASPPA in 2013, his AIF® (Accredited Investment Fiduciary) designation from fi360® in 2015 and the C(k)P® from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education in 2016. He earned the QKA (Qualified 401(k) Administrator) designation from ASPPA in 2018.
Alec Greathouse
Investment Advisor with AMI Investment Advisory Services, Inc. He Graduated from Westminster College in 2021 with a Bachelor’s of Science in Business Administration, major in Finance. He obtained his Series 7 license and Series 65 license in 2022 and his C(k)P® from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education in 2023. He currently plans on obtaining his AIF® and his insurance license.