Tim Begley, CFP®

SR. PORTFOLIO MANAGER

Tim is a Senior Portfolio Manager with 17 years of experience in partnering with individuals, families, and small business owners to create financial plans that are tailored to the specific needs and preferences of each client.

Tim takes a comprehensive approach to planning – taking the time to understand and assess every component of his clients’ financial picture enables him to craft long-term, strategic plans that balance both protecting and growing his clients’ wealth.

Tim has a Bachelor’s degree from Xavier University where he studied Philosophy and Economics. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He resides in Mason, OH with his wife, Christina, and their three children, Matthew, Tyler, and Izzy.

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“Rather than approach a situation with a generalized understanding of what the norm is, take the time to understand individuals and their personal preferences.”

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