Senior Partner & Wealth Advisor
Tim began his career in the financial services industry in March 1988 with MetLife, one of the world's largest financial institutions. Initially, he was trained in personal risk management.
He quickly took advantage of the company's comprehensive financial planning program. By the early 1990s, he had completed financial planning courses and began working as an Investment Advisor Representative for the company.
Tim qualified for the company's advanced training program in estate and business planning. This achievement included completing graduate courses at the American College in Bryn Mawr, PA.
For over 30 years, Tim has had the privilege of working with numerous highly successful individuals in the fields of entertainment, business, and sports. Under his guidance, scores of families have been able to maintain their standard of living throughout their lives, and in many instances, for multiple generations.
His passion for crafting effective investment portfolios remains as strong as ever. He continues to meet regularly with leaders in asset management to navigate the dynamic opportunities and risks that are an inherent part of successful investing.
Tim remains committed to helping people gain financial peace of mind as they approach the next phase in their lives.
Meet the IWP Team
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PROCEED TO THE REQUESTED SITE!The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
PROCEED TO THE REQUESTED SITE!The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
PROCEED TO THE REQUESTED SITE!The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
PROCEED TO THE REQUESTED SITE!