Tim enjoys working with clients to help them understand their unique financial goals. He believes in getting to know each client individually, then working to create customized plans geared towards their financial objectives. He incorporates fundamental research evaluation in an attempt to identify stocks offering strong growth potential and then overlays technical analysis using trends and charts to scrutinize a security’s potential. Tim is licensed to purchase a large spectrum of investment opportunities and believes diversification, rebalancing, and adjusting as necessary, to address the inherent volatility of the market.
Prior to joining the firm, Tim founded a successful fitness facility in the Shelburne Falls community. His business model included getting to know each of his clients individually and learning about their lives. Prior to establishing his own business, he worked in a variety of small business roles requiring the use of creative problem-solving skills.
Tim enjoys spending time researching and learning about companies. Outside of work, you can find him playing chess, poker, weightlifting, and spending time with his son. Tim’s family and local community are his top priorities.