Tim focuses on translating
clients’ goals and family values into written wealth management
plans.
His experience in institutional consulting and asset management
provides a distinct perspective not only to corporate clients, but
to his private wealth clients as well.
Tim’s strengths include retirement and education planning,
alternative investments, and liability management.
He is involved in mentoring student groups at the University of
Maryland, where he earned two bachelor’s degrees in Economics and
Government & Politics. Tim enjoys fly fishing and boating in the
Chesapeake watershed, and resides in Bethesda with his wife
Michelle.