Tim is a founding member of the Cornerstone Group at UBS Financial Services Inc. He began his career in the financial services industry in 1991, specializing in Private Wealth management and retirement plan consulting for corporate clients. Tim holds a Bachelor of Business Administration degree in Accounting from the Stephen M. Ross School of Business at the University of Michigan. Tim had a fourteen-year career as an officer in the US Army including serving on active duty in the 18th Airborne Corps, Fort Bragg, NC.  He began his business career with Coopers & Lybrand, now Price Waterhouse Coopers as a Certified Public Accountant CPA® Tim began his career in financial services with The Robinson Humphrey Co, which over his time evolved into Smith Barney, a Citigroup company. In 2009, Tim moved his team to UBS Financial Services. Tim has earned the Certified Private Wealth Advisor CPWA® designation, Chartered Retirement Plan Specialist (CRPS®) designation and the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies. Forbes/Shook has named Tim one of their Top State Wealth Advisors in North Carolina. The Financial Times listed him among its selection of the “Top 401(k) Advisors” in America for the past 5 years. A recognized industry leader, he's frequently asked to speak at various events, providing his unique perspective on how individuals can create a fulfilling roadmap for their financial future.

A former board member of the Busy Street Children’s Museum, Tim now spends time with the nonprofit organization Farmer FoodShare that seeks to connect local farmers with the food insecure population in central North Carolina. He lives in Durham, NC and has two daughters, Marisa and Alexandra.

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