Director, Private Client Services
Tim has over eighteen years of investment, trust, tax, and estate planning experience, joining us in 2017 from Acadia Trust, where he served as Senior Vice President, Director of Trust Services. Based in Brunswick, Tim coordinates the financial affairs for a number of families and organizations throughout the Northeast, bringing an extensive level of tax, estate, and investment management experience to our team.
Tim is a Certified Public Accountant and is a licensed attorney in the state of Maine. Tim serves on the board of directors of the Maine Estate Planning Council, and is a member of the Maine Medical Center Planned Giving Committee. In addition, Tim dedicates significant time to Shalom House, Inc. — a non-profit providing housing and services to adults with severe mental illness. He is a member of the Maine Bar Association and the Maine Society of Certified Public Accountants. Tim is a frequent speaker on tax and fiduciary topics, recently at the Maine Tax Forum and the Maine Estate Planning Council. Tim is a graduate of the University of Maine, Orono (with highest distinction), and the University of Maine, School of Law (magna cum laude). He lives in South Portland with his wife Kim and children Dan and Molly.