Tim is a Wealth Advisor at Westfield Financial Planning. He works alongside Mark and Dan on all facets of the financial planning process – from helping develop financial plans, to coordinating the day-to-day needs of our clients. Tim has over nine years of industry experience. Previously, Tim worked for Harding Loevner, a boutique investment manager that specializes in international and global equity investing. During that time, Tim was part of the institutional client management team and worked with many of the firm’s institutional and financial advisor clients. His extensive set of skills are a welcoming addition to our offices. He is now our master of Excel!