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E. Tobin Meisenheimer Financial Advisor, Founder
Toby founded Streamline Financial Services 10 years ago. His clientele ranges from college graduates beginning Roth IRAs to millionaire retirees with estate planning needs. As a former math teacher/adjunct professor, Toby enjoys "crunching the numbers" and explaining financial concepts in clear, understandable terms. His collegiate swimming background and two years' high school coaching experience allows him to wear the "financial coach" hat, as both client and advisor seek to achieve new goals and objectives together.
"In my first job out of college, I taught high school mathematics at a private school in San Jose, California. My base salary was just over $21,000. I knew that unless I was conscious of every expenditure, I would financially drown. I bought Quicken, went on a budget, set aside money pre-tax into a retirement plan, and rewarded myself when there were funds at the end of the month. The next thing that I knew, I found myself wanting to teach others what I was learning about money matters. Eleven years later, I am living my dream, working with great people, and enjoying the impact that comes from teaching people how to design a game plan that is right for them."
Toby is a graduate of Wheaton College. He and his wife, Murphy, their son, Caedmon, and daughter, Barrett, live in Naperville, Illinois.
toby@streamlineplanning.com
 Timothy Meisenheimer Client Services Manager
Tim joined the Streamline Team in the Summer of 2008, after spending three and a half years teaching High School Mathematics in Aurora, Illinois. His story sounds eerily similar to another Meisenheimer that you may have just read about above. Toby describes Tim as an, "avid consumer finance maven," a term used by Malcom Gladwell in his book, The Tipping Point.
"One of my main passions in life is to help other people to Maximize the spending power of their money through consumer research. I tell my family, my friends, and people I don't even know the latest opportunity that will help them save time and money. Toby saw these qualities in myself and has spent the last three years slowly convincing me to join the Streamline Team."
Tim is a graduate of Wheaton College. He and his wife Jenn, their daughter Avery, live in Sugar Grove, Illinois.
tim@streamlineplanning.com
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