J. Timothy Young, JD, CFP^®

More than just numbers, financial planning at its core is a people business. While deeply versed in the tools of the profession, Tim understands that ultimately success is measured by having people, generations, institutions, and businesses reach their personal goals. This takes understanding and compassion, as well as tools.

• Tim’s more than 35 years (15 years with Hamilton Capital) of experiences arm him with a vast platform to not just answer questions, but to provide solutions. These experiences include:
  Two decades of legal practice (on Wall Street and with the Vorys Sater law firm) specializing in trusts and estate planning, tax, ERISA, tax exempt entities and business strategy.
• Being an active member of several investment committees and a trustee of multiple family trusts.
• Until recently, serving nine years as a director of a NASDAQ-traded bank holding company.
• Working on the boards of several non-profit organizations in the arts, education, college admissions, community service, and mental health areas.

Importantly, these experiences are coupled with his ability to listen, learn, and understand what is most important to people.

Tim’s experience is matched by his perpetual curiosity. Tim is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association and the Columbus Bar Association.