WMS Partners
One of the original founders of WMS Partners, Tim is involved with personnel, financial, and regulatory requirements for the firm. As Chairman, Tim's focus is the strategic direction of the firm and the building and preservation of the firm's culture. Tim serves on the firm’s Investment Committee and is a member of the firm’s Board of Directors.
Tim is a Certified Financial Planner® and a graduate of Towson State University where he earned a Bachelor of Science degree in accounting and finance.
Tim is active in the local community, serving on the boards and investment committees of Penn-Mar Human Services, Maryland Historical Society, Lifebridge Health and Carroll Hospital Foundation. He previously served on advisory boards and investment committees for Charles Schwab, TD Ameritrade and Calvert School.
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WMS Partners
WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firms—independent, transparent, and aligned with clients’ interests.