A generation of experience to invest in your family
Brendan Toomey is a Certified Financial Planner, Registered Investment Adviser, Portfolio Manager and Tax Preparer. He has been working with the public since 1986. He became a CFP professional in 1993 and has at least 20 years experience in investments, insurance and tax preparation.
Austin is a licensed financial adviser and holds the coveted Chartered Financial Consultant® designation. He is an active seminar speaker and has facilitated countless financial workshops in the community. Austin’s expertise in holistic wealth management and implementation of complex estate planning techniques has been a major catalyst for the formation of our all encompassing business model: the loop. Austin enjoys the challenge every new client presents, and believes that the every client-advisor relationship is built on a foundation of mutual trust and understanding.
Dan is a licensed financial advisor with extensive experience in the finance and mortgage lending industries. He is a consummate professional who approaches every case with a “relationship-first” mentality. Doing so enables him to not only implement plans that cater to client’s individual goals, but it allows him to be remain a continuous and valued resource as they encounter life’s many variables. Like all members of the team at Toomey Investment Management Inc., Dan is an ardent believer of our holistic loop concept.
Tammy has been the core of all administrative activities at TIMI for nearly 20 years. She is the catalyst for office operations, client service, communications and tax processing.