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 primarily 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 for over 20 years. 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 and the community.
Contact Mark at email@example.com.
Kristopher D. Johnson, CFP®, Principal
Kris is a Senior Financial Advisor and Principal, and has served Timothy Financial clients since 2002. He primarily serves corporate executive and small business owner clients (Level 4), along with healthcare professionals and professors. He also enjoys serving the ongoing needs of several Next-Gen clients. Kris works in both the Wheaton and Chicago offices.
Prior to joining Timothy Financial, Kris had roles in investment management and research for an investment firm, and accounting for a Chicago investment bank.
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 firstname.lastname@example.org.
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 18 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 volunteers with organizations such as Financial Peace University, NAPFA's Leadership Committee, and Age Well Dupage™.
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 email@example.com.
Michael Thrasher, Associate Planner
Michael is an Associate Planner and joined the team in 2015. At Timothy Financial, Michael supports and assists the team with both client and internal work. Prior to joining Timothy Financial, he interned as an internal accountant with Caterpillar and as a District Manager with Aldi. He also worked for the University of Illinois Department of Accountancy as a Graduate Teaching Assistant.
He graduated from the University of Illinois with his Bachelors and Masters Degrees in Accounting along with a concentration in Information Technology and Control. During his time there, Michael served as President and Treasurer of Koinonia House and as a Senior Manager for Students Consulting for Non-profit Organizations. He is currently pursuing both a Certified Public Accountant designation and his CERTIFIED FINANCIAL PLANNER™ certification.
Michael lives in Wheaton, Illinois and is an active member of College Church in Wheaton.
Contact Michael 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 17 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.