Tim joined Pinnacle Investments in 2014 as a Financial Advisor with The Cuddy Group in Auburn, NY. He studied locally at Cayuga Community College before receiving his Bachelors in Business, Management & Economics from SUNY Empire State College.
Tim’s focus is comprehensive financial and retirement planning for individuals, families & small businesses.
Tim is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), FINRA State Securities Agent & Registered Investment Advisor Representative (Series 66), and is New York State Insurance Licensed for Life, Accident & Health. He also received his CFP® CERTIFIED FINANCIAL PLANNER™ certification in April 2019.
Tim is treasurer for Matthew House (Auburn) and treasurer for Cayuga County Habitat for Humanity. Tim is a Board member for Schwartz Towers (Auburn) and Access to Home Care Services, Inc (Auburn). He is active with The Rotary Club of Auburn.
Tim lives in Auburn, NY with his wife Nicole and their two children Spencer and Macy.
Check the background of this investment professional on FINRA’s BrokerCheck.
