Professional
Professional History
Tim entered the financial services industry over 34 years ago after graduating from the University of New Hampshire and Peter T. Paul College of Business and Economics (formerly known as the Whittemore School of Business and Economics). He was drafted in 1984 by the Los Angeles Kings in the seventh round of the NHL entry draft and played two years of professional hockey prior to starting his business career.
Over the past two decades, Tim is considered an expert at analyzing the needs of individuals and businesses to develop customized strategic solutions to meet his client’s goals. One of his main focal points is designing cash rich, accumulation oriented and tax efficient plans to supplement company sponsored retirement plans. He works largely with corporate executives and individuals in the financial sectors. Over the past 15 years, Tim’s insurance and investment practice has evolved into a full financial planning firm with many strategic alliances.
In recent years, he formed an alliance with Tom Lenci of Lenci Associates who specializes in high net worth estate planning and executive compensation programs with US companies such as Avalon Bay, Coca Cola, GE Merrill Lynch, Siemens, RBS, Nestle Waters Webster Financial and others.
Educational and Professional
- Chartered Life Underwriter (CLU®)- American College
- Chartered Long Term Care Specialist (CLTC®)
- Eaglebrook School ‘81- Deerfield, MA
- Deerfield Academy ’84- Deerfield, MA
- Million Dollar Round Table (MDRT)- Qualifying Life member
- National Association of Insurance and Financial Advisors (NAIFA)
- National Quality Award (NQA)
- National Sales Achievement Award (NSAA)
Licenses: Securities Series 6. 63 and 65
Years of Experience
Representing Northwestern Mutual since 1990
Education
University of New Hampshire - Business (Bachelor of Science) 1988
Deerfield Academy 1984
Personal
Much of Tim’s free time over the past 21 years has been dedicated to teaching and coaching all levels of hockey, including youth and high school. Over the past eight years he coached the Newtown High School Hockey, which won the '13-'14 CT state DIII championship, and in 2016-17 won the South West Conference championship. Tim served as captain of the hockey team at Eaglebrook School, Deerfield Academy and University of New Hampshire. He enjoys boating, reading, tennis, skiing, golf and spending time with his family. Tim is married to Doris, who has a nutrition business and is currently writing a book. They have three sons and reside in Newtown CT.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
