Timothy enjoys helping clients understand their financial picture and attain their goals. He began his wealth management career at Vanguard, in 2014, giving guidance to high-net-worth individuals. Prior to joining Mercer Advisors, in 2023, Timothy worked for Lichtenstein Financial, providing holistic financial planning with an emphasis on tax management for high-net-worth individuals and small-business owners. Timothy holds an MBA from Florida Atlantic University and is a CERTIFIED FINANCIAL PLANNER™ professional. He enjoys taking his kids on hiking trips to enjoy nature and rooting for his favorite drivers during Formula 1 racing season.