Tim joined Merrimack Wealth Management in 2025 as our Director of Financial Planning. Tim works directly with clients to develop holistic financial planning strategies tailored to each individual’s unique situation.As a CERTIFIED FINANCIAL PLANNERⓇ professional, Tim provides thoughtful guidance to clients and friends to help them achieve long-term financial success.
Prior to joining, Tim worked at Dakota Wealth Management, an independent RIA based in Palm Beach Gardens, FL where he provided financial planning services to high net worth individuals. Tim also spent time at John Hancock in Boston, MA where he helped retirement plan participants understand distribution options after leaving their employer.
Tim attended Georgetown University, where he studied Economics and Business. On the Hilltop, he was a member of the Men’s Lacrosse team and helped them reach back to back Big East Championships in 2018 and 2019.
Tim lives in Salem, NH with his fiance, Monique and their dogs Koa and Lila.