Timothy joined the Chessman team in 2023 to support Wade and Sean as our Relationship Manager. He is passionate about maximizing the value we add to clients’ lives through aligning their capital (time, energy, attention, and money) with their values, protecting their wealth and goals, helping them not overpay the IRS, creating multigenerational legacies of both wealth and values, and emphasizing confidence in their plan rather than reliance on a product.
Originally from the white sand beaches of Pensacola, FL, Timothy graduated from Liberty University with a Bachelor’s Degree in Business Administration with a concentration in Financial Planning. He spent time with both a small independent firm and a large broker-dealer firm, before finding his home at Chessman Wealth Strategies.
When he’s not studying for his next designation, Timothy and his wife, Chloe, enjoy watching old movies, reading older books, and experimenting with barbecue recipes.