Tim works with multi-generational families, business owners, and those in retirement, helping clients navigate retirement planning, estate planning coordination, and tax-efficient planning.

He takes a personalized and long-term focused approach to planning, with work that is focused on helping clients stay aligned with their long-term financial objectives.

Tim earned a B.A. in Psychology with a minor in Economics from the State University of New York at Albany and an M.B.A. in Finance and Marketing from Pace University. His background supports a thoughtful and relationship-driven approach to helping clients navigate complex financial situations.

Outside of work, Tim enjoys hiking, canoeing, leading outdoor excursions, and spending time with family and friends.

Serving clients throughout New York City, New Jersey, and Connecticut, including Manhattan, Brooklyn, Westchester, Northern New Jersey, and Fairfield County.