Tim helps business owners looking to transfer their business in a tax efficient way. Our team has developed a process to help a business owner looking to transition, from the valuation stage through to the next phase of their life. As a CERTIFIED FINANCIAL PLANNER™ professional, Tim also helps business owners and executives develop a comprehensive plan for pursuing their personal, business and financial goals. His team has over 35 years of industry experience and are dedicated to serving clients. Prior to Raymond James, Tim worked for Roadnet Technologies as Director of North American Sales and helped navigate the company through a private equity transaction. He also was an Investment Banker with Equity Partners, Inc. and worked for HCA – The Hospital Corporation of America in their surgery center syndication group. He enjoys spending time with his family, boating and golf. Tim lives in Arnold, MD with his wife Pam, who is a member of the Windward team, and they have 3 daughters and a grandson.