Hi, I’m Timothy. I’m really looking forward to getting to know you. Here’s a little about me to help you get comfortable. I founded Greenspace Financial to provide clients with integrated tax and investment advice in one financial home.
Prior to founding Greenspace Financial, I helped clients at Raymond James and LPL invest. I have walked hundreds of people through their first ever investment account and I have given board presentations overseas to multimillion-dollar institutions. No matter how big or small the dollar amount, I know each client is important. I know you are making important decisions with my advice. My clients have always felt heard, respected, and they have raved about my white glove service. It is very important for me to get it right the first time.
Precision and attention to detail come in handy in finance, especially when earning the Chartered Financial Analyst® designation. This three-part exam is considered the international gold standard in financial analysis and management, covering portfolio construction, risk management, and ethics.
My undergraduate degree in economics is from New College of Florida, the honors college of Florida. After meeting my wife Rebecca during my third year at an exchange program at the London School of Economics, I successfully defended my thesis on Chinese asset flows to tax havens (No, I will not be hiding your income there!). After graduating, I volunteered at a microfinance cooperative in Ecuador before starting my career as a financial advisor.
In my free time, I enjoy walking every day, learning new things, and cooking. I am obsessed with music and always looking for new tunes. You will often hear Marvin Gaye, Kali Uchis, and Spoon playing out of my Nissan Leaf as I roll about my hometown.
Now, I’d love to learn more about you and how I can make your life easier and richer. Schedule a meeting with me whenever works for you by calling or emailing me: firstname.lastname@example.org or 571 360 3370.