Wealth Advisor
Timothy has been with Jacobi Capital Management and its predecessor firm since 1993. His financial career has spanned over 30 years. Tim enjoys taking complicated issues and simplifying them for clients. He has always been fascinated by how people use their money, and how they can make their money more efficient. Working mostly with business owners and individuals who want to improve the sustainability of their lives and businesses, Tim provides investment management advice catered to every client’s needs.
Tim received his Bachelor of Science degree in Economics from Dickinson College. Outside of his Jacobi business, he is also licensed to sell Life and Health Insurance, and holds the Chartered Life Underwriter® designation from the American College. He was the former president of the Wyoming Business Club, Wyoming Rotary Club, and the Kingston Lions Club. Tim is also a former board member of the Catholic Youth Center and the Wilkes-Barre YMCA. In his spare time, Tim enjoys golfing, watching sporting events, spending time with his children, and traveling. He resides in Laflin, Pennsylvania with his wife Anita.