Tim joins CFS with 17 years’ experience in the financial industry, including earning the Certified Financial Planner™ and Accredited Asset Management Specialist™ designations. Tim chose our firm because of our commitment to the client experience, commitment to growth and most importantly, because of our support team’s dedication to our clients. Our level of client care “was the most impressive and alluring feature of CFS”, confirmed Tim.
Tim’s belief that a broad and full client relationship can lead to an increased recognition of possible risks to overall financial plans and can enhance the likelihood of positive outcomes, aligns with our company’s core commitment to comprehensive client care.
A graduate of Salisbury University, Tim has lived on the Shore for over twenty-five years, and makes his home in Salisbury with his wife, Amy, and their miniature poodle pup. He enjoys spending time with his family, traveling, and appreciating the great outdoors.