Timothy Hanson

Senior Lead Planner

Tim has dedicated his career to working closely with clients to help realize their financial goals and objectives with a thoughtful, consultative approach. With 10 years of advisory and consulting experience, Tim brings a strong economic acumen and a good understanding of interpersonal relationships. Tim is passionate about helping people improve their financial literacy and fitness. Tim earned the Certified Investment Management Analyst® (CIMA®) certification in 2016. This certification is administered by Investments and Wealth Institute® (IWI®) and taught in conjunction with The University of Chicago Booth School of Business. In 2018, Tim was authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CFP® marks. A native of West Michigan, Tim now lives with his partner in Tennessee.

Tim enjoys being outdoors, hiking, learning, cooking, and enjoying time with friends and family.

Education: Northern Arizona University (BA), Bowling Green State University (Graduate Student, MA in Progress)

View my professional bio information and my Form ADV Part 2B

“Your life is an occasion. Rise to it.” - Suzanne Weyn

Follow Timothy

Get to know Timothy

Spencer and I in Qibao

Family time over the holidays in West Michigan

Friends adventuring in Arizona

Myself and my partner, Spencer, in Dover.

If you could visit anywhere in the world you've never been, where would you go?


What's the coolest thing you're working on right now?

Earning a Private Pilot License

If you were a crayon, what color would you be?

Green – it’s peaceful!

What's your favorite movie?

The Birdcage (1996)