Tim is the Northern Divisional Vice President for Sagemark Consulting / Lincoln Financial Advisors, one of the premier fee-based financial planning organizations in the country. His responsibilities include the supervision of financial planners and administration across the Regional Planning Offices in Pittsburgh, Northern New York, Metro New York, New Jersey, Boston, Hartford, Cincinnati, Cleveland, Columbus and Detroit.
The support of the planners in their practice growth is one of Tim’s principal concerns. In addition, he is responsible for the compliance, recruitment, training and retention of experienced planners that desire to affiliate with Sagemark Consulting / Lincoln Financial Advisors Corp.
Tim joined Sagemark Consulting / Lincoln Financial Advisors as the Managing Principal in the Rochester office of the Northern New York Regional Planning Organization in June of 2001. The vertical and horizontal growth of the Northern New York office was his primary focus. He also maintained a successful personal practice focused on helping meet the needs of high net-worth executives and retired individuals.
Prior to joining Sagemark Consulting, Tim spent the first thirteen years of his career with the John Hancock Financial Services. While with the John Hancock, he developed a successful personal practice along with a planning group that focused their efforts on providing investment, estate and long-term health care advice.
Tim is a graduate of the State University of New York at Geneseo in 1987 with a BA in Mathematics and earned his CLU and ChFC designations from the American College.
Tim has been married to his wife, Yvonne, for thirty-one years. Yvonne is retired from her position of Principal of Victor High School. Tim and Yvonne reside in Victor and have two sons, Collin and Trevor.