Tim’s financial services career began on the floor of the New York Stock Exchange in 1984, but his passion for helping others was truly sparked in the living rooms and boardrooms of the families, individuals, executives, and business owners whose challenges he saw firsthand as their financial advisor. Tim's commitment to ongoing education and delivering outstanding advice is showcased through his academic accomplishments, which include a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER® designation, and the Certified Family Business Specialist (CFBS®) designation. In addition, Tim holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66, 63, and SIE licenses, as well as Life, Accident & Health Insurance licenses.