Focus
For over three decades Tim has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Tim has dedicated his career to delivering the personalized planning services his clients deserve.

Background and Experience
Tim began his career as a Financial Advisor with Legg Mason in Annapolis, where he developed his fundamental investment knowledge.  In 1984, Tim earned the CFP® certification by completing approved educational program, passing a rigorous examination and meeting stringent experience requirements. In 2009 Tim joined Wells Fargo Advisors to take a team approach in providing personalized financial advice for individuals and families. Tim is third generation in the financial services industry and third member in his family to earn the CFP® certification. 

Tim graduated from New England College in 1980, with a bachelor’s degree in business administration.

Recognition
He has been recognized as a Platinum Council Advisor* from 2009 to 2024. Tim was also named as a 2024 Forbes Best In State Advisor**.

Away from the office
Tim spends his free time with his wife Gretchen, daughter Emma and son William. They like to stay active both physically and mentally, whether it’s skiing, hiking or biking while vacationing in Colorado.

Tim is very active in the boating community and is currently Commodore of Annapolis Yacht Club which is ranked among the top four yacht clubs nationally. He is also an honorary member and past Commodore of Severn Sailing Association.

 
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

 

**2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.