Timothy Lambert, CFP®, CExP™

Timothy Lambert, CFP®, CExP™

Financial Planner

Tim is the head of our Client Services Group. Tim and his team are responsible for helping clients plan properly to pursue their goals. He oversees our annual review process with clients and is ultimately responsible for the implementation and follow-up stemming from those meetings. Tim specializes in advising our Business Owner clients on the single most critically important issue impacting their lives how to most efficiently and effectively EXIT their business.

Tim is a native of St. Louis, Missouri. He graduated from the University of Missouri - St. Louis with a degree in Finance. Tim joined our firm in October 2008 and holds his Series 7 and 66 securities registrations with LPL Financial and Life and Health Insurance Licenses. He also carries the CERTIFIED FINANCIAL PLANNERTM  and Certified Exit Planner designations. His goal as a financial advisor is to help people make informed decisions with respect to their financial lives.

Tim and his wife Stephanie reside in St. Charles, MO. They have two children, Nick and Madison, and an adorable golden retriever named Ellie. During his free time, Tim loves to golf and attending sporting events - especially St. Louis Cardinal baseball games. He is also an avid supporter of St. Jude's Children's Hospital. 

Getting to know Tim

Favorite quote: "Excellence is not an act but a habit" - Aristotle

Favorite holiday: 4th of July

Favorite movie: Office Space

Something on Tim's bucket list: Play a round of golf at Augusta National

Favorite Food: Ribeye Steak

Place Tim would most like to visit: Bora Bora

Favorite Book: F. Scott Fitzgerald's The Great Gatsby

What motivates Tim: To help people develop and achieve their goals and objectives.

If Tim could meet anyone, past or present, it would be: Jesus


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