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.