Timothy S Walsh
Associate Financial Advisor
Areas of focus
- Investment Management
- Cash Flow Management Strategies
- Retirement Planning Strategies
- Wealth Preservation Strategies
- Tax Planning Strategies
- Sustainable and Responsible Investing
- Business Retirement Plans
CFA® Chartered Financial Analyst®
- Bachelor of Science, Finance & Economics, SUNY Plattsburgh
- I am happily married to my wife, Krystyn, with whom we share two beautiful kids, Xander and Ava.
- We have two rescue dogs, Jaxen and May, who keep us very busy.
- In my spare time I enjoy hockey, golfing, working out, and spending time with my family.