Tim began his career in the investment industry while attending Roanoke College, working for Wheat First Securities. Upon graduating, he joined Smith Barney’s New Haven office, and more recently, the Essex office, where he worked as a Senior Portfolio Manager and Financial Planning Specialist for 16 years. Subsequently, Tim joined Essex Financial Services where he has been able to attain his goal of finding a better way to meet clients’ needs through a service oriented, client-centric, and independent financial services firm.
Tim is a lifelong resident of Essex where he and his family are active members in the community.
Tim is supported by Client Relationship Manager Julie Bauman.