
Tim Egart, CEPA®, CFP®
Tim Egart, CEPA®, CFP®
In his role as Executive Vice President, Tim fulfills both his vocation and his calling – helping families steward their resources well through the various mountains and valleys of life. Tim has found that complexity and a high level of planning allow for the building of relationships that are important to him and critical to long term and generational stewardship.
Tim demonstrated his commitment to the firm by becoming a partner in February of 2022. He 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 Certified Exit Planning Advisor (CEPA) 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. You can usually spot them at a fishing hole or 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.