Tim Whelan

Title
Senior Manager
Hometown
Boston, MA
Years of Experience
11
Education
To be successful you don't need to do extraordinary things, you just need to do ordinary things extraordinarily well
John Rohn

Tim’s decision to become an accountant was unsurprising given that he was “born into it,” with his father being a CPA. After working at both a large national firm and a mid-sized regional firm in the Boston area where he grew up, he found Dark Horse to be the perfect stable for his skill set. Around

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About

Tim’s decision to become an accountant was unsurprising given that he was “born into it,” with his father being a CPA. After working at both a large national firm and a mid-sized regional firm in the Boston area where he grew up, he found Dark Horse to be the perfect stable for his skill set. Around the same time, he also found San Diego a better fit for his lifestyle. He is passionate about working with small businesses and their owners, educating them and working with them to proactively improve their tax and financial situation. He felt his talent and passion could be best put to work at Dark Horse.

Tim earned his bachelor’s degree from UMass Dartmouth, where he ran track and cross country. After hanging up his running shoes, he began running into his career, albeit in dress shoes this time. During this career, he has amassed over a decade of experience serving small businesses and their owners. His experience working with and listening to clients across many industries has made him a trusted advisor that his clients rely upon.

Off the clock, Tim can be found hiking, camping, reading, or planning his next trip. Though he is an avid Boston sports fan, he has recently embraced the San Diego Padres. He is always on the lookout for a good California Burrito (although it may be harder to find a bad one in San Diego). Mexican food wasn’t the reason he moved to San Diego, but it may well be the reason he stayed.

Lisa R.
Suzi Drennen is the most knowledgeable, conscientious, and responsive CPA I have ever known—which is why I’ve stayed with her for more than 10 years. She is honest, has always gotten back to me quickly even at the height of tax season, and has saved me thousands of dollars over the years. The icing on the cake is that Suzi’s easy to work with and on top of that, a great person! She and her firm are tops!
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