With over 20 years of experience in the industry, Tim has developed a practice where finance is more than just numbers. He thrives on building relationships with his clients enabling him to create personalized strategic plans for financial security and future success.

Tim's academic career began at the McCallie School and then Florida State University where he became a 1996 Olympic trials qualifier in the 400m hurdles. In 1999, he embarked on his career as a financial planner with Northwestern Mutual. His long-standing career has enabled him to work with clients across the country, committing to their financial success and long-term strategy.

In addition to his 20+ years of experience, Tim holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification as well as licenses including series: 7, 6, 63, 66, and SIE. The combination of experience and education has equipped him with a thorough knowledge of finance allowing him to provide exceptional service to his clients.

Beyond his professional career, Tim is deeply rooted in family and community. His wife, Alycia, serves as a business professor at the University of Tennessee Chattanooga, and together, they have four children—Carter, Abby, Bennett, and Campbell. Community is pivotal in Tim's life. He is actively involved with First Centenary United Methodist Church and the Ronald McDonald House of Chattanooga. In his free time, he coaches his kid’s sports teams and manages a wildlife preserve on the Cumberland plateau.

In the ever-changing financial time in which we live, Tim understands the importance of security for his clients and their families. Helping them navigate through their various life cycles while focusing on the future and creating generational wealth. Tim’s network of experts enables him to connect his clients with appropriate professionals for all their financial needs. Finding tailored solutions, creating customized plans, and developing an effective process is Tim's focus. Whether crafting a retirement income distribution strategy, wealth management, or business planning, his goal is to alleviate financial stress and help clients define and achieve their financial objectives.

Meet Greg Howell, a financial expert with a Bachelor of Finance and Accounting from UTC, accompanied by designations from the American College of Financial Services, including CFP®, ChFC®, and RICP®.

Greg's financial career began in 2018 with an internship at Northwestern Mutual, evolving into a full-time financial advisor by 2019. This professional trajectory has given him valuable insights and a profound understanding of the complexities of finance.

Beyond his professional endeavors, Greg resides in Soddy Daisy, with his wife, Meribeth Howell, and daughter, Elaina. The family's values are deeply rooted in the Red Bank Church of Christ, fostering a sense of community and shared faith.

While numbers and finance drive Greg's professional life, his personal time is dedicated to seeking physical challenges. An avid runner and triathlon enthusiast, he currently strives to conquer his first Ironman. This commitment to health mirrors his approach to financial well-being — a dedication to long-term success.

What motivates Greg in his professional career? In a world marked by uncertainty and stress, his mission is clear. Driven by a passion for alleviating financial burdens, Greg aims to enable individuals to focus their time and efforts on what matters most — family, faith, and health. His goal is to empower you with knowledge and tools to navigate the financial landscape with confidence, ensuring a secure future for you and your loved ones.

Partner with Greg to navigate your financial goals. Together, you can create a plan tailored to your needs, providing financial clarity for your future.