Timothy “Tim” Richmond has been a pivotal member of the team as a Senior Tax Accountant and AI Specialist since 2021. Holding the titles of CPA, CGMA, and MSBI, he brings a wealth of experience and a passion for innovation to his role. Before joining VNFA, he transitioned his career from a general CPA practice to CFO roles and eventually to analytics and decision support. His journey showcases his adaptability and drive to solve meaningful problems, always with an eye toward practical application.
Tim completed his undergrad at Muhlenberg College, where he completed a double major, followed by a Master’s of Science in Business Intelligence from St. Joseph’s University. He was recognized with honors in both institutions and earned an SAS Data Mining Certification. Through his studies, Tim learned the invaluable lesson of leveraging clean data and visualization as a competitive edge—a principle he applies daily in his role.
Outside the office, Tim is an avid runner and enjoys long hikes and classic films.
Professional Certifications*
- B.S .— Muhlenberg College, Allentown PA
- M.S. — Business Intelligence, honor society—St. Joseph’s University, Philadelphia, PA
- Certified Public Accountant (CPA)
- Chartered Global Management Accountant (CGMA)
- MSBI
- SAS Data Mining Certificate
CONTACT TIM
Send Tim an E-mail
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.