Simplified Financial Advice.

Meet Tim


Tim is our team’s Managing Director and Wealth Advisor and has 28 years of experience in portfolio management and financial planning. He holds a CFP® designation as well as being a Master Planner Advanced Studies ™, and holds an AAMS designation. Additionally, Tim served as President of the Northern New England Financial Planning Association. He offers comprehensive financial planning, retirement planning, portfolio management, trust and estate planning, as well as insurance and risk management services. A dedicated financial professional and entrepreneur, he understands the unique needs of clients and is passionate about helping clients meet their financial goals.

Tim’s 28 years of portfolio management was preceded by an interesting career trajectory. Unlike many in the financial services industry, Tim’s passion for teaching and coaching, led him, after graduating from Middlebury College, into English teaching at Lebanon High School, and then ski coaching at Dartmouth College, where over a ten year span he guided 13 athletes to All-American status, coached two NCAA National Champions, and was honored in being asked to serve as one of the coaches of the U.S. Team at the World University games in Strebske Pleso, Czechoslovakia.

Tim has enjoyed involvement with the community of Lyme, NH where he has lived since 1982, with his wife, Prue. His four children have fled the nest but have since returned as of late with many beautiful grandchildren. He has served on the Lyme Recreation Committee and coached Lyme soccer and baseball teams. He also served as a coach for the Ford Sayre Ski Club from 1989 – 1998.

His passions include skiing, hiking, travel, gardening, raising chickens, Christmas tree farming, bird hunting, golf and soccer.