Principal, Client Advisor
Mr. O’Shei is a private client advisor in our Amherst NY office. Tim uses a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors, and with other members of their professional team.
Mr. O’Shei has been a CERTIFIED FINANCIAL PLANNER® professional since 2021 and has more than 16 years of experience in the profession.
Prior to joining the firm, Mr. O’Shei held positions with MAI Capital Management, where he served as a private wealth manager and financial planner for high-net-worth clients, and Treloar and Heisel, where he created financial plans for dental and medical clients.
Tim currently volunteers at the Buffalo Mission. Previously, Tim enjoyed coaching travel softball for over ten years. He was a member of Junior Achievement and used to referee high school basketball.
MBA, Western Michigan University
BA, History, Canisius College
CERTIFIED FINANCIAL PLANNER®