Tim is Associate Director of Strategic Partnerships for Pinnacle Advisor Solutions. Tim’s mission is to guide advisors through the complexities of continuity and succession planning – providing tailored solutions to transition practices in the event of long-term disability, death, or a planned retirement.
Tim has also been working with advisors and clients on financial planning and investment solutions since joining Pinnacle Advisory Group in 2009. After starting his career in the financial services industry at Legg Mason in 2005 he has worked in various roles for RIAs including operations, trading, marketing, and business development. The progression of his career within the RIA space has given him a unique understanding of the RIA business model which enables him to better serve advisors in search of viable continuity or succession planning.