Tim has over 15 years of experience in the financial services industry. He works with wealthy individuals and families to develop personalized financial plans and wealth management strategies. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Chartered Financial Analyst. His attentive advising style lends itself to creating purpose-driven and adaptable wealth strategies for each family served.
Tim is part of an eight-person team of professionals at Towne Wealth Management. The team collaborates and contributes unique experiences and skills to the planning process, frequently involving their clients’ tax preparers and estate attorneys to coordinate overall best efforts for each circumstance. Most of all, Tim enjoys the opportunity to learn from his long-term, meaningful relationships with clients, colleagues, and mentors.
Tim began his career in financial services in 2006. A native of Williamsburg, VA, Tim spent the first part of his career in the chemical manufacturing industry living in Richmond, VA, before returning to Williamsburg in 2006 where he now resides. Outside of the office, Tim also enjoys most anything in the great outdoors, and spending quality time with his wife and children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.