Tim’s experience managing wealth for business owners, professionals and successful families is too close to thirty years for his comfort. He has been a practicing CERTIFIED FINANCIAL PLANNER® professional since 2001.
“My specialty is financial problem solving for our clients and to help them better manage all types of risk, even risks they don't see. I often know what they don’t and thus can help them sidestep financial potholes, even landmines.
My tax and accounting background confers a unique before-tax financial planning perspective that often leads to favorable after-tax outcomes for our clients.
I know that most folks come to us with at least some part of their financial life that is malfunctioning or needs improvement. My passion is fixing these broken financial plans, to help our clients feel more in control of their financial lives and thus more confident about the future. I specialize in simplifying complex planning challenges to help our clients make more informed financial decisions.
I have discovered over time that I work best with folks who are seeking great life outcomes, not just good ones, and are committed to executing the designed plan to get there.”
Tim earned a graduate degree in finance/portfolio management with honors from Loyola University Baltimore (1994) and an accounting degree from James Madison University (1986). Tim holds Series 24/7/66 security and life/health insurance licenses.
A Virginia native, Tim relocated to York from Baltimore in 1994 with his wife Carrie. Their daughter Abigail is an official York native who now lives in Lancaster with her two cat children.
Tim is active in various professional and community organizations and is a frequent speaker on various wealth management topics. He is a history dork and fervent yet challenged golfer. Other vices include college football, wineries, and craft beer.