Tim’s mission is to educate young professionals, families, and business owners on what it means to be optimal in the key areas of financial planning and encourage them to take action to become more optimal in these areas to achieve maximum success. Tim is fueled by providing value to his clients and is passionate about helping them protect, save, and allocate capital to strategic places.
Tim began his career at T. Rowe Price in 2015 after graduating from Loyola University Maryland. He joined Strategies For Wealth in 2017 and soon after became a founding member of Tempus Financial Group, an affiliate of Strategies For Wealth. Tim resides in Brooklyn, NY, with his Wife and Dog. In his free time, he enjoys running, playing golf, skiing, and spending time in the Catskills.