Tim has over a decade of experience as a financial planner with Lincoln Financial Advisors and Aegis Consulting Group. His personal experiences have made him passionate about working with successful individuals, couples and business owners to create and develop financial strategies, solutions and protection options to help meet their specialized situations. Providing independent, unbiased advice and unique solutions to help meet client’s needs is very fulfilling.
Prior to joining Lincoln Financial Advisors, Tim was a career Firefighter/EMT in Philadelphia for several years. As a firefighter, it was instilled to “Hope for the best but you better be prepared for the worst!”. This is relateable & transferable to all aspects of financial planning. Tim’s motto is: PLAN, PROTECT & PROSPER.
Tim has obtained FINRA Series 6, 7, 63 & 66 securities registrations, the CRPC (Chartered Retirement Planning Counselor) designation along with various states securities & insurance licenses. Tim is a graduate of Holy Family University in Philadelphia, PA where he studied management and marketing and has earned an MBA also from Holy Family University in Philadelphia, PA.
Tim’s family enjoy the beach, travelling, exploring and all things Disney.