Tim was born and raised in Sutton, Massachusetts. Growing up, he was an avid athlete playing both basketball and baseball, but it’s soccer that has played the most important role in his life. While studying business management at Babson College, Tim became captain and All-American for the men’s soccer team. And it was his soccer coach who introduced him to an acquaintance at The Dover Group in Wellesley – the meeting promptly translated into a job offer.
Tim spent the first four years of his career at The Dover Group learning the nitty-gritties of financial planning and client servicing. In 2014, when Tim was looking to do more investment focused work and deepen his knowledge of the market, he reached out to Chuck Bean.
Tim joined Heritage as a Paraplanner, assembling data and building the documentation necessary for maintaining financial plans for the firm’s clients. Within a year, Tim was promoted to Wealth Advisor, building financial plans and working as a co-advisor to several Wealth Managers over the years. In 2024, Tim was promoted to Senior Advisor and Wealth Management Supervisor, where he now leads client relationships and oversees several members of the Wealth Advisor and Paraplanner teams.
Tim is a Certified Financial Planner®. In his free time, he enjoys staying active in sports and spending time with family and friends.