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Tim Montague, CPA, CFP, MT

Tim Montague, CPA, CFP, MT

Followers of Tim Montague, CPA, CFP, MT292 followers
location of Tim Montague, CPA, CFP, MTColumbus, Ohio, United States

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  • Timeline

  • About me

    Focus: Chief Operating Officer | tmmontague@gmail.com

  • Education

    • Capital University

      -
      Master of Taxation

    • Franklin University

      -
      Bachelor of Science - BS Accounting / Economics

  • Experience

    • Hamilton Capital

      Jan 1998 - Jun 2019

      Hired to develop financial planning services and operation procedures. Provided wealth management and financial planning advice to individuals and families. Managed wealth on behalf of clients, which included retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. Provided exceptional investor experience for clients. Develop referrals, increase net asset flow, and offer advised solutions.Delivered Results:* Started company’s advisor trainee program, which has developed 30+ advisors and raised profile of company into one of most desired employers with which to work in industry. Show less

      • EVP/COO

        Sept 1998 - Jun 2019

      • Vice President / Financial Advisor

        Jan 1998 - Jan 2000

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

    • Certified Public Accountant (CPA)

  • Volunteer Experience

    • Board Member and Treasurer

      Issued by Peggy R. McConnell Arts Center on Sept 2013
      Peggy R. McConnell Arts CenterAssociated with Tim Montague, CPA, CFP, MT