Tim is a Wealth Advisor at Westfield Financial Planning. With over a decade of industry experience, he works alongside Mark Swingle and Dan Song on all facets of the financial planning process – from developing financial plans to coordinating the day-to-day needs of our clients.
Tim graduated with honors from Rutgers Business School with a B.S. in Finance and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Tim lives in Mountainside with his wife Stephanie. Tim is a TeamUp mentor to students at Rutgers Business School, a board member of the Rutgers Business School Alumni Association (RBSAA), and a member of the Greater Westfield Area Chamber of Commerce. During his spare time, Tim enjoys photography, skiing, tennis, volleyball, and participating in CrossFit workouts.