The ClientWise Team

As Chief Growth Officer, Tim leads business development and relationship management for ClientWise. With over two decades of experience in the financial planning and wealth management industry, Tim brings a consultative, needs based, and client-centric business development approach to our team. He also serves as a vital strategic bridge between sales and marketing. He was previously the Chief Revenue Officer for the Investments & Wealth Institute (formerly IMCA) where he led sales, marketing, and communications and spearheaded the growth of the CIMA®, CPWA®, and RMA® certifications. Prior to IWI, Tim was Group Publisher, leading the Investment Advisor Group at SourceMedia (now Arizent) and Publisher of Financial Planning magazine. Before that, he managed corporate relationships for the Denver, CO based Financial Planning Association (FPA).

Tim holds a BA in Economics from the University of Richmond. He lives in Ridgewood, NJ with his wife Sara and son. He has a passion for music and a multi-instrumentalist who donates his time performing locally to support various charitable organizations.