Profile

Elegant models are tailored to help simplify client lives. This frees up intellectual and emotional bandwidth allowing clients to focus on whatever is most important to them.

Tim began his journey earning a Master’s Degree from Harvard in Finance and Management and following up with 15 years of experience working in the U.S. and global financial markets. He helps the successful become even more so, offering customized financial services, advice and guidance.

He believes in educating clients about complex financial topics without jargon so that they understand what they own and why. Passionate about helping people, he knows that the key to preserving long-lasting personal connections is to provide exemplary service with prompt, efficient communication, and a realistic investment ideology. 

Tim and his group of specialists work with a select group of executives and wealthy families similar to yours, helping them plan and manage all aspects of their finances and investments. That process includes access to banking, bill payments, trusts, checking, loans on homes and mortgages through the services of Bank of America. It includes estate planning services, tax minimization strategies, investment portfolios supported through Merrill, and most importantly your family’s wealth management strategy. 

Tim lives in Yardley, PA with his wife who is a High School teacher and their 7 year old and 4 year old boys. He is a local volunteer firefighter, enjoys music and golf, and skiing in Steamboat Springs, CO.


NMLS# - 1863989