Timothy Halls

With over 30 years’ experience in the financial industry, Tim has broad and deep exposure to multiple financial disciplines including corporate and personal finance, economics, investment theory and practice, estate planning, qualified and non-qualified retirement plans, taxes and risk management and adult education. Putting this experience to work for the benefit of his clients starts with fully understanding what they are wishing to achieve, and then providing smart ideas for how to achieve it. This approach is applied with all of Tim’s core areas of focus, whether it’s managing the retirement plans of closely-held businesses, serving successful families as their Family CFO, or working with foundations and endowments in structuring and monitoring their investment portfolios.