Dedicated to helping clients, Tim joined EBW in 2021 and was promoted to Associate Planner in 2024. In his role, he supports the firm’s advisors in developing comprehensive financial plans and guiding clients through every stage of their financial journey.
A graduate of Christopher Newport University with a degree in Finance, Tim obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2024. His analytical mindset and enthusiasm for helping others make him a valued member of the EBW team.
Originally from Ashburn, Virginia, Tim now lives in Arlington. Outside the office, he enjoys live music, running on the W&OD Trail, and exploring the nature paths of Great Falls and Potomac.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete CFP boards initial and ongoing certification requirements.
Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.