Tim Egart, CFP®, AIF®

Investment Advisor

Tim Egart, CFP®, AIF®

Investment Advisor

As a wealth advisor, Tim enjoys spending his time with clients crafting plans to accomplish their goals – paying close attention to the investment, estate, risk, and tax implications of the decisions made. His desire is to establish a deep relationship allowing for a true partnership with every client.

Tim earned a Master of Business Administration from Saint Louis University’s John Cook School of Business and a Bachelor of Science in Finance from Arkansas State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the AIF® designation.

Tim was a collegiate baseball player and played professionally within the San Francisco Giants organization. He currently serves on the Board of Directors for the Fellowship of Christian Athletes – St. Louis. Tim and his wife, Alli, have three young and active sons. When they aren’t at home or work, you can most likely spot them on a local sports field.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® & CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.