With 20 years of industry experience, and over 16 years of experience as an advisor, Tim has learned that clients need and want an honest relationship with someone they can trust. Tim learned three valuable lessons when he started his own practice – Client First, Client First, Client First. This has always been his bedrock philosophy for giving clients advice. Committed to the principle that advice should be transparent, customized and given without conflicts of interest, Tim moved his practice to Charles Schwab, creating Blue Anchor Capital Management. We are independent so that our clients’ interests come first. Our team strives to provide financial security that will allow you and your family to reach your financial goals.
Tim graduated from Towson University, with a BS in Economics, in May of 1998. He started at Legg Mason the following month. Tim worked his way up the corporate ladder to eventually join on a team of Advisors managing $400 million in client assets, in 2000. While working full time at Legg Mason, he earned his MBA in Finance from Loyola University, in 2002. Tim ventured out on his own to create an Advisory practice with Legg Mason at the end of 2004. He transitioned to the Towson office of Smith Barney, and later the Hunt Valley office of Morgan Stanley, through corporate mergers. After 14 years of advising clients in the ‘wire’ house system, he was looking for more independence for his clients.
Few things rival his passion for helping clients reach their investment goals and needs, except for his family. Tim was raised in Perry Hall, MD and now lives in Lutherville, MD. He has four beautiful children, Kaelyn, Ashlyn, Colton and Austin. His passion is helping them find their passions, whether it be softball, church choir, cub scouts, or swim lessons. In the little spare time Tim has, he enjoys playing tennis with some lifelong friends and watching movies with his best friend and soul mate, Angela.