After earning his Bachelor’s degree in Accounting from the University of Delaware, Tim began his professional career in M&A working closely with business owners to both prepare for sale and with buyers to help facilitate fair transactions that worked for both parties. After gaining over a decade of experience, Tim translated his working knowledge of business operations, tax, real estate, and corporate structure into becoming a trusted business strategy consultant to owners of closely held businesses predominantly for corporations generating annual revenue of $1M-100M.
Tim is highly respected in the local community and has earned the designations of Certified Financial Planner CFP®, Certified Public Accounts CPA© and also holds his S65 investment advisory license. Tim classifies himself as a ‘serial-entrepreneur’ and is passionate about coaching others’ to help them succeed both in business and in life. After surveying the investment industry, Tim envisioned a better way to build a wealth management firm focused on clients’ success, top-notch service, and free from conflicts of interest. So in 2012, Tim founded Delaware Avenue Wealth Planners as a boutique Financial Planning and Wealth Management firm to transition his passion for cultivating others’ personal success into a business that could reach even more individuals, families, and businesses. He is maniacally focused on ‘Best-In-Class Service’ in every aspect of every business he is connected to.
When he’s not working, Tim is an avid Flyers and Eagles fan – much to his chagrin the past few seasons. In his spare time, he also enjoys fishing, hunting, cooking, traveling, and learning. Not bad for a once-sous-chef interested in attaining a bachelor’s degree in accounting. Tim continues to strive to help individuals, families, and business owners define and achieve their own vision of success.