Broker Check

Timothy J. Erickson

TIMOTHY J. ERICKSON, CFBS
ASSOCIATE PARTNER


Tim is a third-generation financial services professional. Since joining the firm in 2012, he has helped the firm utilize new technology and expanded their ability to work with people in many states across the country. He prides himself in enhancing the long-term vision of the firm, and helping clients reach their financial destination.  Tim holds the Certified Family Business Specialist designation from the American College in Bryn Mawr, PA.


Tim earned a Bachelor of Arts degree from Georgetown University where he ran Track and Cross Country for Georgetown's NCAA Division I Athletics program. Prior to joining the firm, he was an Adjunct Teaching Instructor at a local business school and also worked as an Autism Services Coordinator for a behavioral health non-profit. These experiences have contributed to Tim's passion for being an educator and coordinator for the people with whom he works.


Tim enjoys spending time with his wife Amy and daughter Evelyn.  He has many passions, many of which revolve around food.  Whether it be cooking a delicous meal, fashioning an experimental cocktail, or going out for an experience at a local restaurant, Tim loves that food and drink can bring family and friends together for quality time.


Tim can be reached at:

[email protected]
(610) 798-2548