Business Advisor

Tim is an exited business owner himself, after helming a family business founded by his grandfather in 1954 for 23 years before selling the enterprise. Tim understands the dynamics and challenges that business owners face on a daily basis. His personal experience and perspective as a business owner allows him to implement a tailor made and wide-angle approach with each client, helping to simplify the process which allows his clients to clearly view their personal, business, and financial picture. .

Tim recognizes that no two client’s situations are ever the same. He helps his clients design and implement strategies for their specific situation, empowering them to build, manage, and harvest from a position of strength. Tim’s personal mission is to challenge the traditional ways of thinking about wealth on behalf of his clients and recommend strategies that will stand the test of time under ALL circumstances.

Tim earned his bachelor’s degree in business management from Bentley University.

Outside of work, Tim is an avid golf during the spring and summer months. During the winter months you’ll find him refereeing youth, high school and college hockey. Tim and his wife Amy enjoy traveling and spending time with family. They currently reside in Winchester, Ma with their son Jack and daughters Mia and Julia.