Areas of Focus
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Biblical Finance
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Cryptocurrency
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Estate Planning
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Family and Money
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Investment Management
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Retirement Planning
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Taxes
About Me
He helps you WIN in your accounting and finances.
He co-founded Blend Wealth, a wealth management and accounting firm designed to simplify and optimize your entire financial life.
Here’s his background…
Tim is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Kingdom Advisor (CKA®) and a number-cruncher to the core. He joined the industry after a successful “first” career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan.
The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts. Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of another wealth management firm that served 150 households and managed over $250 million in assets in just 3 years!
Tim’s commitment to putting his clients' interests first has been the cornerstone of his success. He firmly believes that each person is on their own financial journey, and he is dedicated to helping them navigate the complexities of their finances to reach their goals.
He is passionate about analyzing numbers and translating the data into simple, plain English so that clients can confidently make decisions.
After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering to business owners and high income earners.
Together, they have built a virtual family office that serves the wealth management and accounting needs of clients all over the country.
Tim loves spending quality time with Alexis and their sons Conner and Christian, serving in his church, CrossFit, and being outdoors.
Have an accounting or finance question? Tim would love to be a resource for you. He can be reached at tim@blendwealth.com
Professional Designations
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Certified Digital Asset Advisor (CDAA)
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CERTIFIED FINANCIAL PLANNER™ Professional
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Certified Kingdom Advisor (CKA)
Affiliations
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CFP Board
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Fee Only Network
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National Association of Personal Financial Advisors
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The AGC
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XY Planning Network
Primary Location
12052 Old Stone Drive, Indianapolis
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Percentage of Assets Managed
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Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We want to get to know you! We start with an introductory meeting to learn more about you and your situation. Then, we'll share information about our firm and how we can best serve you. This meeting provides clarity to determine if our wealth management services align with your needs.
Offers Investment Management
Yes
About our Firm
Blend Wealth is an independent, fee-only wealth management and accounting firm designed to simplify and optimize your entire financial life. Their specialty is helping business owners and high income earners save thousands in taxes every year through in depth tax planning.
Too often families and business owners struggle to properly navigate their financial complexities, which leaves most overwhelmed and under-prepared.
In fact, most people don’t have a plan to build, protect and transfer wealth.
And most business owners struggle to find a proactive, single point of contact for accounting, payroll and tax services that allows them to make business decisions with confidence.
Blend Wealth is a one-stop-shop that’s here to change that.
While the financial services industry can be confusing and filled with firms that are interested in product sales or focused primarily on investments, Blend Wealth takes a comprehensive approach to their process and serves as your household CFO and/or business CFO.
They crunch the numbers, educate you and make recommendations for you to consider. No jargon. No pressure. Just a straightforward, client-focused approach that prioritizes communication and helps you make decisions with confidence so you can get you from where you are to where you want to be.
Personal wealth management services include: Tax planning, tax preparation, cash flow analysis, retirement planning, investment management, estate planning, insurance planning, education planning and planned giving.
Accounting services include: Bookkeeping, payroll, tax preparation, tax planning, quarterly estimated payments, quarterly strategy meetings and retirement plans.
Have an accounting or finance question? Blend Wealth would love to be a resource for you. Blend Wealth can be reached at info@blendwealth.com
Education
University of Michigan - Master of Business Administration (MBA), Finance Purdue University - Bachelor of Science in Mechanical Engineering
Hobbies and Interests
- Beach
- Board Games
- Boating
- Camping
- Church
- Cycling
- Exercising
- Family
- Hiking
- Traveling
- Walking
- Working Out
Who We Serve
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Baby Boomers
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Blended Family
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Business Owners
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Corporate Executives
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Couples
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Crypto Investors
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Divorce
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Dual Income Family
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Gen X
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Gen Y / Millennials
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Intergenerational Families
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Living in Retirement
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Parents
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Single Women
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Widow
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Young Families
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