Based in Ellington, CT. Built for growth anywhere.
Finance. Business. Wellness. Mastered.
Welcome to the official home of Tim — where business savvy meets personal transformation. With a strong foundation in Accounting & Finance, certifications in financial advising and health coaching, and hands-on experience across industries, Tim bridges the gap between ambition and balance. Explore his portfolio, career achievements, and values; and discover how his dual-focus approach powers Purely Balanced LLC, a results-driven service for those ready to take control of their finances, health, and future.
Financial Consulting?
Tim’s got you covered. With deep expertise in financial consulting, Tim specializes in investment strategy, portfolio management, and advanced financial analysis and modeling. Whether you're navigating markets, growing your assets, or optimizing long-term goals, Tim delivers data-driven solutions you can trust.
Other Areas of Expertise?
Tim is also extremely versatile and has extensive knowledge in the fields of accounting, general business, and fitness, nutrition and life/career development! Advice is his middle name!
Why Trust Tim?
Tim has got a strong resume - he has earned his A.S. degree in General Studies from Manchester Community College (CT) and then earned his B.S. degree in Accounting & Finance from Southern New Hampshire University. In addition, Tim completed his SIE and Series 66 to be licensed as a broker-dealer (pending sponsorship by a FINRA firm and passing the Series 7 exam). Tim has also gained essential knowledge through his completion of the Bloomberg Market Concepts and Microsoft Excel & Power BI expert certification programs. Furthermore, Tim has earned his NASM-Certified Personal Trainer and a fresh Red Cross Adult & Pediatric AED/CPR/First Aid certification. Tim also has earned his 5-year renewable Coaching license in CT. Through all of the learning and experience Tim has, he has established an extensive core of knowledge in coaching and working in the education system as well; as Track & Field Head Coach and as a Paraprofessional going on 3 years now, both for Ellington Public Schools district.
Services Overview
Tim proudly operates a specialized platform serving key industries. Enter: Purely Balanced! The versatile LLC here to exceed your everyday needs and expectations.
Need help with anything finance-related? Purely Balanced offers financial consulting services, helping clients make smarter money decisions through expert advice and proven strategies.
Struggling with fitness, nutrition, or mindset? Purely Balanced is your go-to for total wellness coaching - personalized, practical, and proven.
From customized workouts to sustainable nutrition and life coaching that builds real confidence, we help you find balance and thrive—physically, mentally, and emotionally. This isn’t just self-care. It’s self-mastery.
Both services provide high-quality support backed by peer-reviewed research, professional references, and personalized sessions (available in person or remotely). New clients can take advantage of a free 15-minute virtual consultation to get started.
Whether you're looking to build financial strength or personal well-being, Purely Balanced has your back every step of the way!
Get in Touch Today
Interested in Tim’s portfolio or services? Contact him today.