Tim Moomey, CFP® ; Ben Loberg, Financial Advisor

Welcome to the FSB Investment Center. We are here to assist you in defining and achieving your financial goals through planning, asset management and risk protection strategies. Our purpose is to help build, manage and preserve clients’ wealth.

 

 

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Tim specializes in retirement, estate, and comprehensive investment and financial planning services for clients. A passion of Tim's is assisting people with Social Security planning to maximize their benefits.

Tim helped form and start the FSB Investment Center (formerly FNB) in 1992. He has more than 40 years of experience in the financial services and insurance industries.

Tim holds multiple industry registrations (6, 7, and 63) along with life, health, long term care, variable life and variable annuity licenses. He holds the Certified Financial Planner™ (CFP®) professional designation.

 

 

 

 

Ben specializes in retirement, estate, and comprehensive investment and financial planning services for clients. Ben joined FSB Investment Center in January of 2016 coming from commercial banking/lending. He has more than 7 years of experience in the financial services industry.

Ben holds Series 7 and 66 industry registrations along with life, health, long term care, variable life and variable annuity licenses.