With 30+ years of financial services experience, Tim has built a personal financial planning practice, trained hundreds of financial advisors, managed a retail financial distribution channel and built a wholesale insurance brokerage business. He clearly understands the needs of your client, your business and the product vendors. His personal designations include CERTIFIED FINANCIAL PLANNERTM, certification, Charter Life Underwriter and Charter Financial Consultant, he holds a General Securities Registration (Series 7), Investment Advisor Registration (Series 65) and a Securities Principal Registration (Series 24). Tim also has relationships with a number of tax attorneys, estate attorneys and CPAs who can provide insight to the financial decision-making process.
Tim received his bachelor's degree from the University of Massachusetts and a master's degree from Michigan State University.
Tim and his wife Cindy have resided in North Easton, Massachusetts for the past 30 years.