About Us

A generation of experience to invest in your family

Meet our Team We're always up to something good!

Brendan Toomey
Brendan Toomey
President, CFP, Adviser

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 Toomey
Austin Toomey
Financial Adviser

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 St. Pierre
Tammy St. Pierre
Office Manager

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.

Our Clients

The TIMI business model is designed to treat all of our clients equally and fairly. We realized long ago that the financial industry dedicated many resources to capture money from prospective clients but much less on service and accountability for existing clients. At TIMI, we listen carefully, keep in touch and return your calls/communications as quickly as we can. We insist that you count on us. We believe that if you always rely on us, we can work effectively to optimize your financial world and solve your problems. We want to KNOW YOU; We want to help you and your family!

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give your financial plan a boost

Always learning and becoming stronger for you every day