After spending 12 years as a recording engineer in New York City, specializing in post-production for radio and television commercials, Tim developed a strong interest in money and investing. In 2004, with the support of his wife Debbie, he embarked on a new career in financial services. This transition led him to earn a Bachelor of Science degree in Finance from Rutgers University in 2006.

Tim has extensive experience in all aspects of managing client portfolios as well as performing investment reviews and developing investment policies and proposals for current and prospective clients.  Tim believes very firmly in the disciplined application of sound and proven investing principles over the long term to help clients achieve their goals.

Tim joined WHA in April 2026 after having worked for Wilmington Trust, Hoover Financial Advisors, and Pitcairn Trust Company.  Tim holds the Chartered Mutual Fund Counselor^SM (CMFC®) designation.

Like many of his colleagues at WHA, Tim has a musical background.  His first instrument was the trombone, and he is a self-taught bass guitar player.  Tim is an avid freshwater angler; he especially enjoys fly-fishing for trout.  He is an active member of Saint Elizabeth Catholic Church in Upper Uwchlan as a lector, a bassist in the music ministry, and a member of the parish Knights of Columbus council.