Tim has a combined 27 years of experience in public and private accounting with a focus in the manufacturing industry. This includes 15 years as CFO and CEO of a commercial business and 12 years in public accounting. He has extensive experience in the areas of cost accounting including the design of policies and procedures and systems implementation. He performs a majority of the Firm’s client accounting services. His experience as a CFO and CEO brings unique insight and value to family businesses and startups, sharing his expertise with companies through the Firm’s involvement with 43North and Start-Up NY. In 2014, Tim passed the Series 7 and 66 exams, acting as a referring advisor for Lumsden & McCormick Financial Services, LLC.
State University of New York at Buffalo, Master of Business Administration
Canisius College, Bachelor of Science, Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Passed Series 7 and 66 securities exams – Financial Advisor*
World Trade Center Buffalo Niagara, Treasurer
United Way of Buffalo and Erie County Leadership Training
*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM.