Prior to joining Kindred Wealth Partners in 2025, Tim spent over 25 years in the financial services industry. He began his career at Arthur Andersen in their state and local tax (SALT) consulting group, followed by a role as a mutual fund tax analyst at Federated Investors. Hedecided to change the trajectory of his career to make a bigger difference in people’s lives and became a Certified Financial Planner® professional. He most recently spent 22 years at The Ayco Company LP (now Goldman Sachs Ayco), as a Vice President of Financial Counseling.
Serving as a trusted advisor to his clients, Tim appreciates the faith that they have shown and the importance that his role plays in achieving their goals. Clients are often faced with decisions that can have an effect on multiple financial disciplines. It is important to have a team that can interpret and explain how these decisions affect one another and to provide continuity, integrity and best-in-class service.
Tim earned his B.S. in Business Administration from Bucknell University. As a Pittsburgh native, he is an avid Pittsburgh sports fan and enjoys traveling and attending live music events, having been fortunate enough to attend music festivals in Napa Valley and Las Vegas. Tim resides in Wexford with his wife, Heather, their daughter, Elena, and their two dogs, Elsa and Peanut.