Tim Egart (AIF®, CFP®)

Tim Egart focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Tim joined Brand Asset Management Group in May of 2015. Prior to joining the team, Tim served as a Senior Manager at Cushman & Wakefield (formerly Cassidy Turley).
He received his MBA from Saint Louis University’s Richard A. Chaifetz School of Business and Bachelor of Science in Finance from Arkansas State University. He obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2017. Tim earned the AIF® designation in 2018. Attainment of the AIF® designation demonstrates understanding the Prudent Practices® and methodology.
When he’s not spending his free time with his wife, Alli, and their three sons, you can find him reading or golfing.
NAPFA Start Date
January 04, 2021