Tim graduated from Rochester Institute of Technology in 2020 with a bachelor’s degree in Business Administration: Finance. Prior to his time at RIT, Tim earned an associate degree in business administration at Monroe Community College, where he helped the baseball team reach the DII JUCO World Series in his role as pitcher.
Tim joined Allied Financial Services in December 2023 with several years of client service experience. Tim is fully licensed in the investment industry, holding FINRA Series 7 and 66 designations. In addition to serving his own clients, he assists the team with projects regarding financial planning and investment management.
Tim loves to be competitive. Outside of work, you’ll find him running, playing sports, or winning at chess.