Tim joined the industry after graduating college in 2006. Starting in Equitable's Retirement Benefits Group, he focused on providing tailored financial solutions to public employees, including teachers, firefighters, police officers, and town administrators, specializing in workplace retirement benefits and investment strategies.
Working with a team of experienced professionals, Tim has expertise in various areas of financial planning. His holistic approach encompasses retirement, legacy, and estate planning, asset management, education funding, as well as life, disability, and long-term care insurance strategies.
Tim’s dedication and proficiency in the field have been recognized through prestigious accolades such as the National Leaders Corp, Bronze Eagle, and Hall of Fame awards, highlighting his commitment to excellence in serving his clients.
From Ridgefield, CT, Tim grew up with his mom, dad, and four younger siblings. Currently residing in Natick with his wife, Kayla, daughter, Julia, and their beloved bulldog, Duncan, Tim finds joy in playing golf and softball, traveling, and passionately supporting his alma mater, Boston College. His involvement in the Boston College football booster club earned him recognition at midfield during an Eagles game in 2015 for his contributions to the program.
Tim graduated from Boston College in 2006 with degrees in Finance and Accounting. He holds the Series 7, 66, and Life, Accident & Health licenses.
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