Tim Mackey
“The trail is the thing, not the end of the trail. Travel too fast, and you miss all you are traveling for.” – Louis L’Amour
About Tim
Tim has 40+ years of experience in the financial services industry. He is a graduate of St. Xavier High School (1978) and the University of Dayton (1982). He began his professional career in 1982. Tim is focused on counseling clients on wealth accumulation/distribution strategies and other financial planning strategies. Tim spends his time equally between his family and friends in Bozeman, Montana and Cincinnati, Ohio.
What I do For crew and you
Tim is a financial advisor for Crew Capital. He works in helping clients realize their financial goals. He is a firm believer in Crew’s multi-generation team approach to serving clients, with at least two advisors on each client team.
Work Experience
Over his 40+ years’ experience in the financial services industry Tim has serviced financial advisor and an owner/operated. He has held the various licenses need to own and operate a firm. From 2001 until 2006 Tim owned and operated Equity Analysts Inc., a broker dealer and registered investment adviser firm. His experience there also includes operating mutual funds and third-party administration companies.
Education
University of Dayton BA, Social Work
St. Xavier High School
Other Team Members
Robert F. Jung
CFA, CPA(inactive)
Founder
Matthew Swendiman, CFA
Financial Advisor
Peter Baden,
CFA
Financial Advisor
Dan Schneider, CFP®
Financial Advisor
Rick Bell
Senior Advisor
Andrew Jung
Research Analyst
Sarah Argo
Operations Manager
Helping You Achieve Your Goals Through Passion, Trust, And Transparency.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.