Tim's financial services career began on the floor of the New York Stock Exchange in 1984, but his passion for helping others was truly sparked in the living rooms and boardrooms of the families, individuals, executives, and business owners whose challenges he saw firsthand as their financial advisor. Tim's commitment to ongoing education and delivering outstanding advice is showcased through his academic accomplishments, which include a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER® designation, and the Certified Family Business Specialist (CFBS®) designation. In addition, Tim holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66, 63, SIE licenses, as well as Life, Accident & Health Insurance licenses.

Tim and his team use an educational approach to guide clients through creating and maintaining a comprehensive and coordinated financial strategy. "Our process is focused on helping them to build and maintain wealth in retirement and potentially through generations," Tim explains. His knowledge helps them meet their objectives efficiently, and his years of experience have
helped him build mutually trusting and comfortable relationships. Above all, Tim considers his true value to show people what is possible in their financial planning strategy.

Tim and his wife live in Connecticut and enjoy spending time with their four wonderful grown children and grandchildren. In addition to spending time with his family and running his practice, Tim is very active in his community
and with Hillside Food Outreach of CT/NY.