A generation of experience to invest in your family
Brendan Toomey is a Certified Financial Planner, Registered Investment Adviser, Portfolio Manager and Tax Preparer. He has been working with the public since 1986. He became a CFP professional in 1993 and has at least 20 years experience in investments, insurance and tax preparation.
Austin is a licensed financial adviser and candidate for the ChFC® assisting the community for multiple years. His belief in ethics and professionalism has given him the motivation and tools necessary to help construct and implement our innovative planning system: the loop©. Austin enjoys the challenge every new client presents, and it shows.
Tammy has been the core of all administrative activities at TIMI for nearly 20 years. She is the catalyst for office operations, client service, communications and tax processing.