- 20+ years in financial services
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Caddied on the PGA Tour in the early 1990’s for Tom Watson
Tim is a Senior Wealth Advisor at MAI. He rejoined the firm after serving as an Associate and Vice President from 1995-2001. He oversees tax, investment, insurance and estate planning for both corporate and sports clients.
In addition to previously working at MAI, Tim was part of the Family Wealth Practice of Arthur Andersen LP in Washington D.C., a Principal at FSM Capital Management in Cleveland, and founder of his own firm, also in Cleveland.
He earned his BS in Accounting from the University of Maryland and his MS with a concentration in Taxation from the University of Virginia. Tim is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.
Tim is involved in the community as a Home and Family member at St. Raphael School. He is also a supporter and volunteer for the St. Baldrick’s Foundation and coaches youth basketball.