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Tim’s nearly three decades of estate, income tax and personal financial planning experience, coupled with in-depth investment knowledge, bring immense value to our wealth management clients.
As Managing Director of Smith + Howard Wealth Management and a tax partner with Smith + Howard Advisory LLC, Tim brings an unusual depth of knowledge and expertise to serving affluent families. His background in estate, income tax and personal financial planning coupled with his investment knowledge bring real value to our clients. His experience provides additional insights and benefit to business owners who are, or will be, planning their exit strategy and the layers of strategy and planning involved.
Tim leads a team of smart, experienced and incredibly dedicated professionals. His genuine interest in all facets of the lives of his clients permeates the entire practice.