As a CERTIFIED FINANCIAL PLANNER™ professional, Tim helps business owners, individuals and families develop a comprehensive plan for pursuing their personal, financial and retirement goals. He also helps client companies set up and implement corporate retirement plans and fulfill their fiduciary responsibilities.
Before joining Raymond James, Tim served as director of North American sales for Roadnet Technologies and was a partner at Equity Partners. He joined Raymond James for the opportunity to build a business where he could provide quality financial and investment planning services.
Outside of work, Tim has served as school board president and Father's Club president at the Immaculate Heart of Mary School in Towson, Maryland, and is a supporter of the Hole in the Wall Gang Camp in Queenstown.
Tim is a graduate of Bloomsburg University, where he earned a bachelor's degree in business administration, and earned his Financial Planning Certification from the New York University School of Professional Studies.
Originally from northern New Jersey, Tim and his wife, Pam, live in the Annapolis area and have three children. His favorite leisurely pursuits include golf, boating, volunteering and endurance cycling.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any organizations mentioned above.