With nearly 20 years in the financial services industry, Tim is the strategic architect of Spurstone’s approach to wealth management. He has deep experience strategizing with senior executives focused on equity-based compensation at Fortune 500 companies.
He’s passionate about consulting with families at all corporate levels and providing them with the skills to make better financial decisions, preserve wealth in concentrated positions, and plan for the long-term with estate planning and generational wealth expertise.
Tim has been featured in a variety of publications, such as the Wall Street Journal, Money Magazine and Investopedia.
Outside the office, Tim spends time with his wife, Tiffany, and his two daughters in their hometown of Higganum. You might also find him riding the local trails on his dirt bike, sampling local cuisine, or on the hunt for world-class chocolate.
Tim is also actively involved in the Juvenile Diabetes Research Foundation and supports their efforts whenever and however he can.
Tim earned his BS in Business Finance at Eastern Connecticut State University.