Timothy Demeritt, CFP®


With over six years of extensive mutual fund back office experience and shareholder services work, Tim developed the foundation of his customer service philosophy. Tim’s approach to addressing client needs is based on the premise of understanding each situation and its ramifications. He then follows this with a dedicated service process. Tim’s initial meeting with clients is based solely on gathering information. Extensive time is spent learning the client's business, growth plans, social philosophy and market position. Group demographics and hiring trends are also a major focus in the initial meeting. The result of this process becomes a needs-based strategy to address the complex issues business owners face in the environment of today.


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