Meet the Timothy Financial Team
Timothy Financial Counsel, Inc. is unique among fee-only financial planners who provide hourly advice. Our team approach allows our clients to tap into a deep well of knowledge and expertise to address each client’s unique financial situation. Our staff of experienced financial planners are waiting to partner with you to take charge of your financial future.
Mark Berg, CFP®, Founding Principal
As President, Mark's primary role is the leadership and management of the firm. He is the advisor for select clients (Level 5), but also oversees the financial planning process for Timothy Financial clients.
Prior to starting Timothy Financial, Mark served as a Client Manager at a high-end, fee-only financial planning firm, Ronald Blue & Co and has provided fee-only counsel since 1995. He holds a Bachelors Degree in Economics from Wheaton College and is a CERTIFIED FINANCIAL PLANNER™ practitioner and NAPFA Registered Financial Advisor where he served on the National Board of Directors for NAPFA (2008-2011).
He has been quoted by a variety of publications, such as Crain's Chicago Business, Dow Jones Newswire, The Wall Street Journal, Kiplinger's, The Chicago Tribune, Reader's Digest and Consumer Reports. He has also been interviewed by ABC 7 News and NBC television and wrote a regular column for the Wheaton Sun newspaper.
Mark and his wife, Cheryce, live in Wheaton, Illinois, with their three sons, Joshua, Ryan and Luke and are active members of College Church in Wheaton.
Contact Mark at firstname.lastname@example.org.
Kristopher D. Johnson, CFP®, Principal
Kris is a Senior Financial Advisor and has been serving Timothy Financial clients since 2002. He is the primary advisor for many clients and is also the investment analyst for the firm. He serves clients from both our Wheaton and Chicago offices.
Prior to joining Timothy Financial, Kris worked for an investment advisory firm where he managed assets for the firm’s clients. In that capacity, he was responsible for portfolio allocation as well as individual security selection.
Kris earned his Bachelors Degree in Business Administration with a Finance concentration from Taylor University and is a CERTIFIED FINANCIAL PLANNER™ practitioner and NAPFA Registered Financial Advisor. He has been quoted by several publications and investment web sites including Morningstar.com, Money Magazine, The Motley Fool, BusinessWeek.com and InvestmentNews.
Contact Kris at email@example.com.
Hoan Taussig, CFP®, Principal
As a Financial Advisor, Hoan supports all Timothy Financial clients and is the primary advisor for select clients. With her expertise in finance, accounting and technology, she is an integral part of the financial planning team and services from both our Wheaton and Chicago offices.
She joined Timothy Financial Counsel, Inc. in 2007 but has over 14 years of financial experience with an array of responsibilities throughout her career such as accounting, cost analysis, financial forecasting, loan underwriting, small business accounting and various other capacities.
Hoan graduated from Wheaton College with a Bachelors Degree in Business/ Economics, is a CERTIFIED FINANCIAL PLANNER™ practitioner and NAPFA Registered Financial Advisor. She is also a major contributor and editor for our Timothy Financial Blog and e-newsletter.
She lives in Wheaton, Illinois with her husband, Tom, and their two children. They are active members of Wheaton Evangelical Free Church.
Contact Hoan at firstname.lastname@example.org.
Becky Garrett, Office Manager
Becky is the office manager for Timothy Financial and is responsible for the many tasks that keep our office organized. Becky has more than 15 years of professional experience in office management. She provides support for the team and our clients from the Wheaton location.
Becky received her Bachelors Degree in Business Management from Mary Baldwin College in Virginia but grew up in Wheaton. She and her husband Matt have two grown children who live and work in the Chicago area. They are active members of College Church in Wheaton.
Keep exploring what Timothy Financial has to offer
Now that you know about who we are, discover how we are unique, learn more about our services, and review our fee structure. You can also call our office and arrange a no-charge introductory consultation or use our convenient contact form.
Timothy Financial may offer hourly fee-only financial planning for clients all over the country (see disclosure page), but many of our clients live or work in Wheaton, Chicago, Arlington Heights, Glen Ellyn, Naperville, Oak Park, and St. Charles. Contact our office to set up a no-charge introductory consultation.