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Luke L

CFP®, CFA®

Wheaton, IL

Timothy Financial Counsel, Inc.

Luke Lamar is a CFP® and CFA® affiliated with Timothy Financial Counsel, Inc. in Wheaton, IL, with six years of industry experience. He previously worked at First Trust for four years before joining Timothy Financial Counsel in 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers project-based advice and individual consultations on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and other entities, emphasizing asset allocation and diversified exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Michael T

CFP®, Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Michael Thrasher is a CFP® professional at Timothy Financial Counsel, Inc. in Wheaton, IL, with nine years of industry experience. He has been with Timothy Financial Counsel since 2015. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a range of financial topics and emphasizes a time-based billing model with no custody of client funds or discretionary authority, focusing on advisory and implementation coaching rather than ongoing portfolio management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Kara V

CFP®, Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Kara Vance is a CFP® and Series 65 professional with 15 years of experience in financial advisory services. She has been with Timothy Financial Counsel, Inc. since 2016. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on various financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing, without offering ongoing portfolio management or discretionary authority.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Lydia N

CFP®, Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Vicente E

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Vicente Ereneta is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His background includes roles in financial services at Allgood Financial - LPL Financial and Legacy Wealth Advisors - Raymond James, as well as experience in education and community organizations. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching through a time-based billing model, favoring diversified no-load mutual funds and ETFs with a focus on asset allocation and rebalancing rather than ongoing portfolio management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Cassandra D

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Cassandra Duehring is a financial advisor with Timothy Financial Counsel, Inc., holding a Series 65 designation and beginning her industry career in 2025. Prior to joining the firm, she held various roles including positions at Wells Vehicle Electronics and involvement with Wheaton College Arena Theater and Wheaton College. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified exposure through no-load mutual funds and ETFs, focuses on asset allocation and periodic rebalancing, and operates without discretionary authority or custody of client funds.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Mark B

CFP®, Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Mark Berg is a CFP® and holds a Series 65 license with 25 years of experience in financial advising. He has been with Timothy Financial Counsel, Inc. since 2000. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on project-based advice in areas such as retirement planning, tax strategies, and risk management, operating on a time-based billing model without custody of client funds or discretionary authority.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Samuel O

CFP®, Series 66

Wheaton, IL

Timothy Financial Counsel, Inc.

Samuel Ogles is a CFP® professional with five years of industry experience, currently serving at Timothy Financial Counsel, Inc. He previously worked at Thrivent Financial and has been involved in both writing and teaching on spiritual and faith-related topics through his ownership of Formation Circle LLC. His activities include providing spiritual direction, conducting Enneagram workshops, and creating content related to spirituality. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on advisory and implementation coaching without managing assets, emphasizing diversified investments through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Haili C

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Haili Cochran is a financial advisor at Timothy Financial Counsel, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at Timothy Financial Counsel since 2024, following roles at First Trust and Centric Bank. Her background includes diverse work experience spanning education and retail. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice focused on comprehensive financial planning topics and favors diversified, no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Katie M

CFP®

Wheaton, IL

Timothy Financial Counsel, Inc.

Katie Macek is a CFP® professional with nine years of industry experience, currently serving at Timothy Financial Counsel, Inc. She previously worked at Mac-Ord Management Group for seven years and has experience outside finance, including operating Arbica Cafe. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that provides project-based advice and individual consultations for a range of clients, including individuals, families, businesses, and charities. The firm emphasizes a time-based billing model and offers guidance focused on diversified mutual funds and ETFs, with a primary focus on advisory and implementation coaching rather than ongoing portfolio management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Andrew S

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Andrew Swierenga is a financial advisor at Timothy Financial Counsel, Inc. with three years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Wheaton College and Regions Bank. Outside of advising, he was involved with Trash Taxi of Georgia LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment exposure through no-load mutual funds and ETFs and providing a structured multi-level planning menu.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Jaxon B

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Jaxon Bennett is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 designation and under one year of industry experience. His prior roles include various positions at Wheaton College and local financial institutions. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Hoan T

CFP®

Wheaton, IL

Timothy Financial Counsel, Inc.

Hoan Taussig is a CFP® professional at Timothy Financial Counsel, Inc. with 14 years of industry experience. He has been with the firm since 2007. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on income management, retirement planning, tax strategies, and other areas, using a time-based billing model without custodial or discretionary authority, and generally recommends diversified no-load mutual funds and ETFs.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Ethan H

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Ethan Hulgaard is a financial advisor with Timothy Financial Counsel, Inc. He holds a Series 65 designation and has prior work experience at RSM US LLP and Wheaton College. Hulgaard has been with Timothy Financial Counsel since 2025. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment strategies and offering educational seminars and structured planning services.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Tannen R

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Tannen Reed is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Timothy Financial Counsel, he held roles at All Capital Bank and Firstitle, LLC. His background also includes four years at Wheaton College and seven years at Metro Christian Academy. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides consultation and project-based advice across a range of financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Joshua H

CFP®, Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Joshua Henderson is a CFP® with three years of industry experience currently serving at Timothy Financial Counsel, Inc. He joined the firm in 2022 after seven years at TransMarket Operations LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm offering individual consultations and project-based advice on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and trusts, focusing on advisory and implementation coaching without managing client assets or exercising discretionary authority.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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John M

CFA®, Series 63, Series 66

Wheaton, IL

Timothy Financial Counsel, Inc.

John Mchenney is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His prior experience includes roles at First Trust Advisors L.P., Fidelity Investments, LLC, and The Vanguard Group, Inc. Timothy Financial Counsel, Inc. is a fee-only financial planning firm that provides hourly, project-based advice to individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified investment exposure using mutual funds and ETFs, asset allocation, and periodic rebalancing, focusing on advisory and implementation coaching rather than ongoing portfolio management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Aaron D

CFP®, Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Aaron Deeke is a CFP® with four years of industry experience, currently working at Timothy Financial Counsel, Inc. since 2021. Prior to joining Timothy Financial Counsel, he held roles at CME Group, Allstate Insurance, and State Farm Insurance. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a wide range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Elizabeth G

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Elizabeth Gieser is a financial advisor at Timothy Financial Counsel, Inc. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles at Apriem Advisors and Wright Ford Young & Co. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and uses a time-based billing model, favoring diversified exposure through no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Jacob F

CFP®, Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Jacob Frerichs is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Timothy Financial Counsel, Inc. since 2018 and previously held positions at Thrivent Financial, Stone Creek Golf Club, and the University of Illinois. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes time-based billing and offers advice on income management, retirement planning, tax strategies, and risk management, favoring diversified exposure through no-load mutual funds and ETFs rather than individual securities.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Seth W

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Seth Woodward is a financial advisor with Timothy Financial Counsel, Inc. in Wheaton, IL. He holds a Series 65 credential and joined the firm in 2026. Prior to his advisory role, he worked at Microsoft Corp for four years and EY-Parthenon for three years. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without discretionary portfolio management, favoring diversified exposure through no-load mutual funds and ETFs and a time-based billing model.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Andrew L

Series 65

Wheaton, IL

Timothy Financial Counsel, Inc.

Andrew Lindquist is a Series 65-licensed financial advisor at Timothy Financial Counsel, Inc. with five years of industry experience. Before joining Timothy Financial Counsel in 2021, he worked for Rauner College Prep from 2015 to 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers individual consultations and project-based advice on various financial topics for a diverse client base. The firm emphasizes a time-based billing model, diversified investment exposure, and advisory services without managing client assets directly.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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