Timothy M. Montague, CPA, MT, CFP®
Executive Vice President
Tim is responsible for firm operations, people development, marketing, strategic planning and client services. A Certified Financial Planner™ and Certified Public Accountant with more than 20 years of financial advisory experience, he’s also a senior client advisor and a member of our investment committee.
A former member of Charles Schwab & Co.'s Institutional Advisory Board, Tim holds an undergraduate degree from Franklin University and a master's from the Capital University Law and Graduate Center.
He’s past president of the Franklin University Alumni Association and board treasurer of Delaware Speech and Hearing Center. He’s also the current treasurer and a member of the board of trustees for the Peggy R. McConnell Arts Center in Worthington.