Timberchase Financial, LLC

Peyton Watts is a financial advisor at Timberchase Financial, LLC with 8 years at the firm and a total of 15 years of professional experience, including 11 years at Page Law Firm, LLC. He holds a Series 65 designation and is based in Homewood, Alabama. Timberchase Financial, LLC offers personalized financial planning and discretionary investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only model and emphasizes strategic passive asset allocation using no-load mutual funds and ETFs, managing approximately $280 million in client assets.

Zachary Billante is a financial advisor at Timberchase Financial, LLC, holding a Series 65 designation with one year of industry experience. Before joining Timberchase, he worked briefly at Ankerstar Wealth and spent four years affiliated with Samford University. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients. The firm emphasizes strategic passive asset allocation with no-load mutual funds and ETFs, managing approximately $280 million in discretionary assets while operating on a fee-only basis.

James Moore is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Timberchase Financial, LLC since 2020 and previously spent eight years at PriceWaterhouseCoopers. Outside of his advisory role, Mr. Moore is a shareholder in LRJ, LLC, which provides decentralized network coverage for internet and 5G wireless through the Helium network. Timberchase Financial, LLC offers personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic passive asset allocation with globally diversified portfolios using no-load mutual funds and ETFs, managing approximately $280 million in discretionary client assets on a fee-only basis.

Bryan Hancock is a CFP® professional with 22 years of experience in financial advising. He has been with Timberchase Financial, LLC since 2004. In addition to his advisory role, he serves as an adjunct instructor of finance at Samford University in Birmingham, AL. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic passive asset allocation with globally diversified portfolios and cost-effective fund selection, managing approximately $280 million in discretionary client assets on a fee-only basis.

Katie Lenz is a CFP® professional with 11 years of experience, currently serving at Timberchase Financial, LLC since 2015. She is based in Bend, OR. Outside of her advisory role, she manages several real estate investment properties and performs related administrative tasks. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, and occasionally to trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic passive asset allocation with globally diversified portfolios using no-load mutual funds and ETFs, managing roughly $280 million in discretionary client assets on a fee-only basis.