Client Support Specialist

Tim Kugel

About Tim Kugel

Timothy grew up in the Appalachian mountains of Virginia. Thanks to these mountains and the Boy Scouts, he developed a love for the outdoors. He was also very involved with his church where met and married his wife. Together they had two children. During this time Timothy returned to school to finish a bachelor’s degree. In 2021 they adopted their third child, a local boy, and then knew it was time to relocate the family home. Having always wanted to go to California and also wanting to be involved in the Bethel church community, they moved to Redding. Timothy met Ted about a year later and decided to make a career change into financial planning. In addition to the outdoors, Timothy loves people and has a deep passion to see them living out their purpose. So working to assist people with the goal of having security and confidence in retirement was a natural fit. When he’s not doing this, Timothy is involved with his family’s busy school and extracurricular activities, spending time with friends and church community, and getting away into the beautiful mountains that surround Redding.


Hiking, bicycling, and playing in rivers and lakes with my family and friends. Being involved with my church.

Degree :

CA Health, Accident, and Life Licenses; BS in Sports Medicine.

Favorite Quote:

A righteous man may fall seven times, but he gets up again. ~ Proverbs 24:16