Tim Atkins, CFP®
President
Tim has over 20 years of experience providing financial advice to institutions as well as individual investors. He has worked at Cambridge Associates, Aronson+Johnson+Ortiz, and most recently at UNC, gaining valuable knowledge of how institutions approach investing and asset allocation. Tim’s primary goal is to create a partnership with clients that results in a comprehensive review of their finances before making prudent recommendations to attain their objectives.
For the past 10 years, Tim has worked with individuals and small businesses in providing financial services for investing, financial planning, and risk management. He is a CERTIFIED FINANCIAL PLANNER® professional, and is registered with FINRA for securities with a Series 7 license, investment advisory services with a Series 66 license, and holds insurance licenses for life, disability, and long-term care.
Tim lives in Chapel Hill, NC with his wife Tami and their two young daughters.