Our History

Timothy graduated from Villanova University with a business degree and earned his MBA from National University.  He's a CERTIFIED FINANCIAL PLANNER^TM certificant from the Financial Planning Board of Standards, and has been in the Financial Services profession since 1988. 

Tim is a registered representative and maintains his Series 7, 6 and 63 licenses as well as his Life, Accident and Health licenses.

Prior to the start of his Financial Services career, Tim served in the United States Marine Corps and held the rank of Captain.

Tim's charitable interests include Cure Diabetes Inc. whose proceeds support finding a cure for Diabetes.  He also is involved with The Thomas J. Curran Scholarship Foundation, which provides college funding to students in the local area.

Tim, his wife Sue, and their four children reside in Westford, Massachusetts and maintain a summer residence in Saco, Maine.