Managing Director

Tim Newell

Tim and his firm, fully embrace the comprehensive financial planning model. We use the financial plan as the blueprint to build or reconstruct the financial house. It serves as a guide through the maze of financial choices that must be made all along the way. We start by making sure that a firm financial foundation is in place so the financial house will stand through the various storms that life brings. We continue the building process with a customized architectural design and apply many of the same principles that would be used to design and build your dream home. This customized plan is drafted and monitored along life’s way to provide an environment for you and your family to live out your dreams, goals and fulfill all that God has intended with the resources He has entrusted to you to manage.