About Us

A generation of experience to invest in your family

Meet our Team We're always up to something good!

Brendan Toomey
Brendan Toomey
CFP®, President, Adviser

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 Toomey
Austin Toomey
CPWA®, ChFC®, Financial Adviser

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.

Austin Toomey
Dan Perreault
CRPC®, Chartered Retirement Planning Counselor℠

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 St. Pierre
Tammy St. Pierre
Office Manager

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.

Our Clients

The TIMI business model is designed to treat all of our clients equally and fairly. We realized long ago that the financial industry dedicated many resources to capture money from prospective clients but much less on service and accountability for existing clients. At TIMI, we listen carefully, keep in touch and return your calls/communications as quickly as we can. We insist that you count on us. We believe that if you always rely on us, we can work effectively to optimize your financial world and solve your problems. We want to KNOW YOU; We want to help you and your family!

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