Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies, Business Owners, Business Succession Planning, Estate Planning, Group Benefits
Tim is an established financial professional with more than 25 years of financial advisory experience. He has an unwavering commitment to his clients and their sustainable success. Tim provides a full spectrum of financial advisory services including retirement planning, estate conservation, protection planning and business succession to an established clientele of professionals, entrepreneurs and multi-general families.
Tim graduated from Villanova University with a business degree and earned his MBA from National University. He is a Certified Financial Planner™ practitioner from the Financial Planning Board of Standards. Tim maintains his Series 6, 7, 9, 10 and 63 registrations as well has his Life, Accident & Health licenses. Prior to the start of his financial services career, Tim served in the United States Marine Corps and held the rank of Captain.
Tim’s charitable interests include Cure Diabetes, Inc. whose proceeds supports finding a cure of Diabetes.
Tim is also involved with The Thomas J. Curran Scholarship Foundation which provides college funding to students in the area.
Tim, his wife Sue, and their four children reside in Westford, Massachusetts and maintains a summer home in Saco, Maine.
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134 Turnpike Rd. Suite 300
Southborough, MA 01772