With 25 years of financial services experience, Tim has built a personal financial practice, trained hundreds of insurance agents and built a wholesale insurance brokerage business. He clearly understands the needs of your client, your business and the product vendors. Tim also has relationships with a number of tax attorneys, estate attorneys and CPAs who can provide insight to the financial decision-making process.
Tim received his Bachelor's Degree from the University of Massachusetts and a Master's Degree from Michigan State University. He is Series 7, 63, 65 and 24 licensed and holds the following designations: CFP, CLU, ChFC.
Tim and his wife Cindy Driscoll have resided in North Easton, Massachusetts for the past 25 years.