Tim has over 25 years of experience in the areas of investment management, income taxation, estate and gift planning, probate administration, charitable giving, and trust administration. Tim has served clients in Maine and beyond, helping them with all aspects of wealth management and financial advice. Tim has served in a variety of capacities in his professional career, including as Director of Fiduciary Services at a Maine-based trust company, a Senior Portfolio Manager at a local trust and investment firm, a Tax Manager at a regional Certified Public Accounting firm, as well as an associate attorney focusing on estate planning and employee benefits. Tim is a member of the Maine Estate