Tim joined Crestwood Advisors in 2023 and serves as a Wealth Manager for the firm.
Tim began his career in 2006 after a career as a mental health counselor and teacher, and still calls upon his passion for empathy and education in his partnerships with his clients. He leverages his 15+ years of experience to partner with local executives, entrepreneurs, business owners, and families to create customized financial roadmaps based on their core values and goals. Tim believes that a thoughtful, team-oriented process, that evolves in tandem with life’s ever-changing turns is the key to a successful partnership.
Tim is a CERTIFIED FINANCIAL PLANNER™ practitioner with experience in retirement/cash flow planning, trusts and estates, tax planning, risk management and legacy conversations. Tim has a BA in Psychology from Saint Anselm College and Certificate in Financial Planning from Merrimack College.
Tim lives with his multi-generational family in Wilton, CT with his wife, Emma, and three children. When Tim is not in the office you can usually find him with Emma and the kids in the city at a play or at the Museum of Natural History.