About Tim
For nearly 40 years, Tim has focused his practice on investment management, tax, and retirement planning.
Prior to joining the firm, Tim was a trial attorney with the U.S. Navy Judge Advocate General Corps and also provided tax and estate planning advice to retired naval officers.
- Admitted to practice law in Massachusetts
- Member, American and Massachusetts Bar Association
- JD, Western New England College School of Law
- LL.M in Taxation from Boston University School of Law
- BA in History from Georgetown University
Disclosures:
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.
For nearly 40 years, Tim has focused his practice on investment management, tax, and retirement planning.
Prior to joining the firm, Tim was a trial attorney with the U.S. Navy Judge Advocate General Corps and also provided tax and estate planning advice to retired naval officers.
- Admitted to practice law in Massachusetts
- Member, American and Massachusetts Bar Association
- JD, Western New England College School of Law
- LL.M in Taxation from Boston University School of Law
- BA in History from Georgetown University
Disclosures:
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.