Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
view leadership team
We provide unprecedented accessibility to all service team members.
view all Team members
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.
In this difficult environment, companies may consider cutting certain employee fringe benefits. Before you do so, you might want to think about offering a cafeteria plan that allows participants to choose only the benefits they need.
There's nothing like a deadly global pandemic to remind us of our mortality. It's never too soon to begin thinking about what you would like to see happen to your business once you retire or are no longer able to run the company you built. The sooner you begin to plan, the greater the chances you'll reach your goal.
Many family businesses have been adversely affected by the novel coronavirus (COVID-19) pandemic, but there's a silver lining: Proactive tax planning can help your family business take advantage of potential opportunities in the COVID-19 era.
View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.
Learn More
AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.
Learn More
