Tim joined RWA Wealth Partners in 2024 and works with clients nationwide. His primary role is helping clients with their financial priorities and their investment management needs. Tim believes that having a financial plan in place can help a family communicate and stay connected. He enjoys educating people about what they have and working with them to evolve their wealth plan over time.

Tim earned his Master Planner Advanced Studies (MPAS^®) designation from the College for Financial Planning in 2019. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor ^(SM) (CRPC^®) and Chartered Market Technician^® (CMT^®) designations. He earned a B.S. in finance and management from Northeastern University.

Tim started his career in the wealth management industry in 2014, working for large national firms. He initially joined the financial services industry in 1994, helping to develop the Treasury and Foreign Exchange groups at Investors Bank & Trust. He was a regular commentator in the financial press, appearing more than 200 times on Bloomberg TV.

When he’s not helping people with their finances, Tim spends time with his wife, Tara, and their two kids, Scarlett and Colton. He can often be found playing sports with them or watching them compete. He and his family live in Cambridge, MA.