Tim is a retirement advisor with a passion for helping clients create purpose-driven plans for their financial futures. An immigrant from the United Kingdom, Tim moved to the United States at the age of 17 and joined the U.S. Air Force just five months later. During his distinguished 21-year military career, he specialized in government acquisition and finance, gaining extensive expertise in navigating their complex systems. This experience led to a deep understanding of government programs like Social Security and tax structures, allowing him to take a holistic approach to retirement planning, ensuring his clients are equipped to maximize their benefits and achieve their goals. Tim’s belief in living with purpose was profoundly shaped by his military deployment experiences, inspiring him to dedicate his post-military career to helping others make the most of their time and resources. Since retiring from the Air Force in 2023, he has focused on guiding individuals and families through the complexities of retirement planning with clarity and care. Outside of work, Tim enjoys traveling—having visited over 50 countries—spending time with his long-term girlfriend and their three dogs, and playing the piano as a creative outlet. His dedication to service, both in and out of uniform, defines his approach to life and his work with clients.

For over 25 years, Matt has provided Foundation Capital and Retirement Solutions primarily for a select group of individuals who among other things are looking to elevate the performance of their retirement assets and also aspire to secure a lasting guaranteed lifetime income protection without losing control. Matt takes his role very seriously protecting his client’s nest egg from downside market risk. Matt often says to his clients that the closer they get to retirement the more important it is to protect what they have worked so very hard for their entire life! Utilizing strategies that have withstood the test of time, retirement asset values can grow when the markets rise and will not lose value due to stock market risk or losses. Interest credits will never be less than zero. Interest that you earn is locked in and cannot be lost due to market downturns. Locking in gains provides dependable growth without market loss.

I am a Certified Financial Planner™ professional, certified Kingdom Advisor™, general securities broker and CA insurance agent. I joined the financial industry in 1999. I have a BA degree from Fresno Pacific University. Those closest to me are my wife and business partner, Michelle Lippincott, and our four young adult sons. I enjoy playing the guitar, swimming, taking daily walks, and reading.


CA Insurance License No. 0C60570

Chris has been working with families and business owners for over 37 years, serving his clients in the areas of investment and retirement income strategies and insurance solutions. Chris began his career in a family-owned insurance agency in Canton, MA, moving to a position with an industry-leading insurance carrier in 1985, where he provided clients with individual insurance and investment advice. He then spent more than 30 years in regional bank investment programs in Southeastern Massachusetts and Cape Cod. Chris holds the Series 6 and 63 registrations and life, accident and health insurance licenses. Chris resides in Mashpee MA with his wife, MaryKate, and enjoys golf, travel and studying local history.

Tom has been advising individuals and business owners for over 20 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning. Tom graduated in 1983 from Brown University with a degree in Organizational Behavior and Management and began a career as owner of a family business, moving on to roles as a senior executive at a pre-IPO technology firm as well as six years in Switzerland with a large financial services firm. Tom transitioned to the individual advice business back in 2006 with Citigroup Global Markets. He holds the Series 7, 63, 65 registrations and life and health insurance licenses. Tom has served as a board member of the Hanover Chamber of Commerce, the Brown Club of Boston, Hanover Youth Athletic Association and the Hanover Affordable Housing Trust. He resides in Hanover MA with his wife, Kelly, their two children.

As a dedicated retirement planner, I specialize in helping individuals achieve financial security through guaranteed income sources throughout their retirement years. With a steadfast commitment to conservative investment strategies, I understand the importance of providing clients with the peace of mind that comes from knowing their financial future is secure. When it comes to your retirement, are you more inclined to take a sure thing or a maybe? My approach is tailored to those who prioritize stability and lower-risk options over the uncertainty of higher-risk investments. By focusing on dependable income streams, I ensure that my clients can enjoy their retirement without the worry of market fluctuations or unexpected financial setbacks. I am here to guide you through the complexities of retirement planning. Together, we will create a customized plan that aligns with your goals and provides the reassurance of a steady income, allowing you to savor the retirement you deserve.

Tara has been in the financial industry since 2006, receiving the joy of helping people pursue their goals as they transition into topics that they may not fully understand. She believes that retirement planning is a process and a partnership built on trust and integrity. Her approach is to gain clarity about a client’s current situation—identifying core values, defining future goals, and developing a strategy that aids them in pursuing their financial goals. She will help to take the complexity out of retirement planning by educating you on strategies that fit with your goals and objectives. By offering education and guidance, she’s able to help her clients plan for their financial futures. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Tara knows the importance of giving back to area organizations that strengthen her local community. Tara lives on a hog farm in the Brainerd area with her husband Tony and four children.