Clients rely on us to help them make well-grounded decisions that support their long-range objectives. Whether the client is an individual, a corporation or a not-for-profit, our team approach ensures every client the same high level of expertise, objectivity and responsiveness.
Tim is a partner in DKB’s Financial Assurance Practice. He directs the firm’s not-for-profit and employee benefit plan services. Tim delivers assurance, consulting and comprehensive tax services to his clients. He understands the challenging environment in which not-for-profits operate, and can provide consultation on matters ranging from fundraising and government grants, to maintaining not-for-profit status and internal controls.
Tim has a diverse background in business, and is a uniquely versatile professional. Before joining DKB, he worked for more than 15 years with an international commercial bank and brokerage firm. He also spent three years with the audit division of an international accounting firm. This background give him the ability to advise on investment and wealth planning strategies for his not-for-profit clients.
Education and Certifications
- Bachelor of Science, Economics & Accounting College of the Holy Cross
- Certified Public Accountant – State of New York
American Institute of Certified Public Accountants
- Board of Directors, CDS Life Transitions, Inc.
- Investment Committee Member, United Way of Greater Rochester