As CEO and Managing Partner of Continuum, I guide our strategic vision while serving as lead advisor for client portfolios. I specialize in working with retirees and business owners in the medical profession. My approach centers on addressing each client's unique financial needs through a thoughtful yet structured decision-making process. The values of humility and honesty instilled in me during my upbringing remain core to how I serve my clients today.

I hold an Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning (2004), along with a Series 66 securities license and a New York State Life, Accident and Health Insurance license. My education includes studies at Memphis State University and The College of St. Rose. I maintain active memberships in the Financial Planning Association and the Investment Management Consultants Association (IMCA).

When not working with clients, I enjoy spending time with my wife and five children, exploring the outdoors (weather permitting in upstate New York), and supporting the Indianapolis Colts on game days.

Email Tim at tsmith@contwealth.com