Role
Focusing on specialty distribution and markets, Tim brings extensive knowledge and credibility in various capacities as an integral part of MarshBerry’s Financial Advisory team.
With an entrepreneurial spirit, and over four decades of leadership, Tim is well-equipped to recognize and conquer new opportunities. He has a proven track record of maximizing agency and broker potential, making him a trusted client advisor.
Tim’s tenure within the insurance marketplace has cultivated a robust network reinforced by strategic alliances. Tim holds a unique advantage in catering to the diverse requirements of MarshBerry clientele. He utilizes his expertise to help his clients maintain a competitive edge and safeguard their independence and relevance.
History & Credentials
Tim founded and operated a boutique wholesale brokerage / MGA operation for nearly 30 years before selling to Private Equity in 2019. Prior to that, Tim was the chief underwriting officer for Interstate National Group as well as for SCOR Re (Treaty).
Tim is a graduate of St. Leo University (Florida)
Professionally, he currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 79 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/ Dealer of Marsh, Berry & Co., LLC.
