Mark Berg, CFP®
Founding Principal
When it comes to your finances, many minds are indeed better than one.
Our team is more unusual than you think.
Timothy Financial Counsel, Inc. is unique among fee-only financial firms that provide hourly advice. Most hourly firms are sole practioners, giving you one perspective on your finances. Our financial plans are reviewed by multiple advisors so you get the advantage of a variety of perspectives and areas of expertise.
If you are looking for the best fiduciary planning advice and want to only pay for our time by the hour, stop looking and take control of your finances.
Click on each of our images below to read our bios and learn something unique about each of us or filter by Advisor Level.
Filter by Advisor Level:
IMPORTANT: To best serve you, we will assign an advisor that most closely matches your needs based on their experience and availability.
Hoan Taussig, CFP®
Principal & Director
Michael Thrasher, CFP®, CPA
Principal & Lead Advisor
Brian Wildman
Principal & President
Kara Beth Vance, CFP®
Principal & Lead Advisor
Jacob Frerichs, CFP®
Principal & Lead Advisor
Lydia Newby, CFP®
Principal & Financial Advisor
Charis Ellis, CFP®
Senior Financial Advisor
Luke Lamar, CFA®, CFP®
Financial Advisor
Andrew Lindquist, CFP®
Financial Advisor
Aaron Deeke
Financial Advisor
Josh Henderson, CFP®
Financial Advisor
Andrew Swierenga
Financial Advisor
Greg Bricknell
Financial Planner
Samuel Ogles, BFA™
Financial Planner
Becky Garrett
Office Manager
Ethan Fowler
Client Service Associate
Why do people hire us?
Validation
We offer clients an independent validation of their financial decisions.
“Am I on the right track?”
Ideation
We offer clients new ideas and strategies they may not have thought of on their own.
“Are there things I should be doing differently?”
Trusted Thought Partner
We are a trusted resource for you.
“Who will be my thought partner in the future when my situation or external circumstances change?”
Family Resource
We are a resource to your spouse and children.
“Who will I turn to if something happens to my spouse?”
“Who can help prepare my children to manage their finances well?”