Tim is a founding partner and senior wealth management advisor at Tidewater Wealth Management. He has more than 25 years of experience in the financial services industry as a financial advisor and portfolio manager for individuals in the education, not-for-profit, research, and medical fields. He also works with small business owners.

Tim takes a “needs-based” approach, with each client relationship beginning with a plan crafted to meet the client’s stated financial and personal goals. Then, with a disciplined approach to maintaining specific risk levels in portfolios tied to these goals, Tim helps guide his clients through pre-and post-retirement. From retirement income to legacy and philanthropic objectives, his approach is always to put the client’s interests and desires first.

Before founding Tidewater Wealth Management, Tim spent 15 years as a Wealth Management Advisor at TIAA-CREF. He provided investment advice, portfolio management, and financial planning services for clients with $1 billion in assets. He previously worked at Charles Schwab as an Advisor and Branch Manager.

Tim maintains Series 7, 8, 31, 63, 65, and 66 licenses and holds health and life insurance licenses. He received a Bachelor of Arts degree in Communications from Thomas Edison College.

Tim and his wife Ginger live in Watertown, CT.  They have two adult children, Mack and Rita Catherine, and two dogs, Daisy and Nitro. Tim and Ginger enjoy golfing, travel and taking long walks with the dogs.