Timothy Kuntz, CFP®
Managing Partner, Certified Financial Planner®
Tim began his career in the financial service industry in 2013. He has gained a unique perspective on comprehensive financial planning, investment management, and estate planning from his many mentors. Tim has advanced quickly in his field and now holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation along with the Series 63 and 65 licenses.
Through the years, Tim has developed a passion for assisting families, individuals, and entrepreneurs to determine and achieve their personal financial goals. He maintains individually-tailored, holistic planning as the focal point of service for his clients. As a result of his research and strategic planning, he enjoys providing his clients with comfort and guidance regarding their financial futures.
Tim graduated with honors from Illinois State University with a BA in Finance, with emphasis on investment management and business finance. He is committed to professional growth via independent research and maintaining industry affiliations. Currently, he has committed to assisting future generations of wealth managers by spearheading internship and mentor programs.
Tim married Andrea in the Summer of 2015. Together they enjoy traveling, working on their new home, and exploring great places to eat around the Chicago-Land area! When not working or enjoying time with family and friends, Tim is an avid photographer, a very amateur DIY-er, and enjoys keeping up with the latest technology innovations.