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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.