Tim has a keen understanding of business, law, management, and finance due to his vast experience in the financial industry. He joined our Steward Partners team in 2019 after spending 27 years in a variety of roles with Edward Jones. While at Edward Jones Tim was a financial advisor, regional leader, general partner, as well as a limited partner. Throughout his career, he has established himself as a professional in the field and has built his positive reputation based on trust.

Tim’s clients know him for his attentiveness, professionalism, and guidance. He is a fantastic listener and always keeps the best interest of his clients at heart. Since beginning his career, Tim has been motivated by helping others work toward and reach their goals. Through the planning process, he clearly breaks down complexities, allowing clients to craft their vision of a successful retirement. Tim is energized working through the financial planning and goal setting process because of the lasting effect they have on his client’s futures.

Tim earned his bachelor’s degree in biology from the University of Connecticut and his Juris Doctor from Western New England College School of Law.

Tim does not currently give legal advice.