Tim has been a practicing financial adviser since July of 2002. He achieved the Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards, Inc. in September of 2011 following completion of the extensive training and experience requirements. More recently, he acquired the designations of Chartered Financial Consultant (ChFC®), as well as Certificatied Plan Fiduciary Adviser. Tim completed his undergraduate education at the University of New Hampshire (Durham), where he achieved his Bachelor of Science degree in Business Administration. He holds FINRA licenses including the Series 6, 7, and 63 as well as his insurance producer license.
Throughout his career, Tim has worked with a wide variety of clientele including families, small businesses, school districts, as well as individuals ranging from retirees to those just starting to map out their financial goals for the future. Tim has lectured over the years on numerous financial topics such as life insurance planning, pension planning, and retirement income solutions to various groups throughout New England.