Tim has over 23 years of industry experience having devoted his efforts to servicing the needs of corporate retirement plans.  His skills provide him with an advanced ability to help meet the unique needs of plan sponsors and corporate investment committees.

Tim is a graduate of the United States Military Academy at West Point, New York where he attained a B.S. in Engineering.  He later earned his MBA in Finance from the Columbia University Business School.

Tim has obtained the Certified Financial Planner (CFP) designation from the CFP Board in addition to the Certified Investment Management Analyst (CIMA) designation in conjunction with IMCA and the Wharton School at the University of Pennsylvania.  He also holds the Accredited Retirement Planning Consultant (ARPC) designation from the Society of Professional Administrators and Recordkeepers (SPARK).

Tim is active in supporting local charities and has been a key supporter of the Wounded Warrior Project.  Tim lives in Skillman, NJ with his wife, Ellen and their twin daughters, Caroline and Megan.

Registered States:
AL, CA, CO, CT, DC, FL, GA, IN, MD, ME, NC, NJ, NY, PA, SC, TX, VA, VT

With over 14 years of financial industry experience, Michele brings in-depth knowledge to her role as Senior Client Service Associate. Michele serves as the front line of communication for our institutional clients, assisting them with onboarding and day-to-day administrative support.  Her passion and wealth of knowledge ensure a prompt and efficient experience.