Regional Vice President
For over 20 years, Timothy has been helping families, businesses, and institutions create better financial plans and investment outcomes. Prior to becoming Regional Vice President at Mercer Advisors, he held leadership roles at Wainwright Investment Counsel, TD Ameritrade, and Charles Schwab & Co. Timothy has a bachelor of liberal arts degree in social science and a master of liberal arts degree in finance from the Harvard University Extension School. He also holds the FINRA Series 65 license. Timothy lives in Lexington, Massachusetts, with his wife and two boys. He enjoys skiing, hiking, and reading about behavioral economics. He’s a volunteer board member for the Lexington Education Foundation and Lexington High School Soccer Boosters, and a pro bono consultant for the Harvard Business School Association of Boston Community Action Partners.