Our Team



Head of Wealth Management

My role at TFA

As the Head of Wealth Management at TFA, I’m primarily responsible for our unique method of financial planning, the Intentional Planning System, delivered by our dedicated team of financial advisors. As a financial advisor for more than 20 years, and a teacher and trainer of financial planning for more than 14 years, I love seeing inspiration sparked in both clients and the advisors who serve them through the practice of financial life planning.

My motivation

I draw my motivation from the word “life” in financial life planning, because I believe that is our opportunity as financial advisors—to help people align their financial resources with their priorities in life, through the activation of intention. In addition to helping clients and advisors directly, I’ve also had the privilege to hone my thoughts in writing and on television, as a contributor for Forbes and CNBC, and as the author of three books, most recently, Simple Money (Baker Books).

My life outside of TFA

Outside of TFA, whether as a consumer, fan, or player, I love sports and music, and I have the honor of serving on the worship team at my church, as well as sitting in at an occasional gig with a local band. But my chief loves in life, and the primary recipients of my time outside of work, are my wife, Mika, and my two sons, Kieran and Connor.

3 words that describe Me

Compelled, Creative, Catalyst

Favorite Movie


Favorite Book

Unbroken, by Laura Hillebrand

Favorite Quote

Hope deferred makes the heart sick, but a longing fulfilled is a tree of life. Proverbs 13:12

Secret Skill

I can play 7 different instruments.

Connect with TIM

We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

Contact Us