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As a registered investment advisor, Tim provides holistic wealth management advice to help families and individuals tailor solutions to accomplish their financial objectives. In his role as Director of Financial Planning for The MFA Companies® Wealth Management Practice, Tim takes great care to understand his clients’ personal values and financial goals, educate them on available options, and implement strategies to support their financial well-being. He leverages over seven years of experience to provide his clients with a wide range of wealth management services including comprehensive financial planning and analysis, after-tax cash flow planning, goals-based planning, and financial forecasting.
In addition to working with high-net-worth individuals and families, Tim has extensive experience advising C-suite executives, business owners, entrepreneurs, and young professionals.
Prior to joining MFA, Tim gained valuable insight and experience serving as a financial advisor in Morgan Stanley’s wealth management division.
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