Tim has been advising clients around Vermont and New England since 2004. His areas of expertise are fee based financial planning, retirement income planning, cash flow analysis, wealth management and protection solutions. Building relationships while utilizing the resources of the team it is his goal to deliver world class service and an excellent overall experience to each and every client.
Helping people gain clarity about their goals and making sure they are well positioned to attain them has been Tim’s focus since the beginning. As a financial planner, his work is holistic and comprehensive when helping clients stay engaged and get educated about how to make the right decisions for themselves and their families.
Tim is also very active in community and professional organizations in Vermont, such as:
Integrity BNI - President
National Association of Insurance and Financial Advisors (NAIFA) Vermont - President
Western Slopes Business Association - Membership Director and Board Member
Vermont Welcome Wagon Project - Cofounder & Host
Opportunities Credit Union - Supervisory Committee
Tim grew up in Vermont within a family of outdoor enthusiasts. After high school he attended Clarkson University while running a summertime business providing guided canoe and kayak tours to individuals, families and businesses throughout New England.
Tim and his wife Rebecca live in Richmond with their son Maxon, daughter Taylor, and two fun loving dogs. The two enjoy spending time with family and friends, golfing, hiking, paddling, participating in community programs and running a hobby size maple sugaring operation on their property in town.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Business Succession Planning
- Estate Planning
- Financial Education
- Risk Management Strategies
- Group Benefits
- Retirement Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Timothy’s Licenses and Disclosures