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, and is a Ceritifed Private Wealth Advisor® Professional. 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 Chartered Retirement Planning Counselor with critical experience planning for clients’ pre-retirement years, post-retirement years, and post-life legacy. He is a consummate professional who approaches every case with a client-first mentality to deliver first class service and communication. He facilitates a holistic methodology to customize plans that are tailored to every client’s varying needs, consistent with our Loop concept, while prioritizing strict fiduciary and ethical standards. Dan is a regular conductor of financial wellness workshops and seminars for businesses and individuals in the community, and is a resource people can trust.
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.