Clark Street's founder makes it his mission to help his clients achieve important objectives in principal preservation and wealth transfer strategies.
Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals.* To enhance the wealth-planning process, Tim strives to establish a comfortable environment that enables clients to explore all the possibilities available to them.
Tim began his career with Salomon Smith Barney in Chicago, working with small business owners to implement financial solutions. After gaining experience in the financial planning industry Tim returned to graduate school to further his understanding of issues that impact his clients.
While earning his law degree and Master’s of Business Administration, he started a real estate company that successfully completed a condo development project in the historic “Little Italy” North End neighborhood of Boston. Klingman & Associates in New York then provided him experience with a firm that focused primarily on comprehensive planning for professional athletes and affluent families.
Tim grew up in the Valley and graduated from Arcadia High School. He went on to earn his degree at Beloit College in Wisconsin, where he played football for four years. Staying close to his roots, Tim lives in the Arcadia area with his wife Katie and their three young children. He enjoys traveling with his family, golfing and sailing.
*Representatives of Triad Advisors. do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.