Timothy M. Montague, CPA, MT, CFP®

Executive Vice President

  • Focus: Finance and Operations
  • Education: Bachelor of Business Administration, Accounting and Finance, Franklin University Master of Taxation, Capital University
  • Certifications: Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional
  • Fun Fact: I enjoy playing tennis and exploring the coast of Maine in my free time.

With more than 30 years of financial advisory experience, Tim Montague is engaged in helping Hamilton Capital develop and optimize its operating and organizational systems and processes. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant, he’s also a Senior Client Advisor.

A former member of Charles Schwab & Co.’s Institutional Advisory Board, Tim holds a bachelor’s degree from Franklin University and a master’s from the Capital University Law and Graduate Center.

He’s the 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.