Timothy Lambert, CFP®, CExP™

As of 2026, Tim has dedicated 18 years to guiding clients through the complexities of financial services and wealth management. He began his career in 2008—a year that defined his approach to risk management and underscored the importance of steady, disciplined leadership during market volatility. Today, he leads our firm with a commitment to providing high-touch, personalized strategies for a select group of clients.

His practice is focused on three specialized areas:

• Small Business Transitions: Navigating the intricate process of succession planning and liquidity events with a goal of ensuring your legacy and hard work are preserved.
• Corporate Executive Planning: Striving to optimize complex compensation packages, including stock options, deferred compensation, and concentrated positions.
• Retirement Strategy: Pursuing robust income streams and tax-efficient distributions for those transitioning into their next chapter.

He believes that financial independence is not just about the numbers; it’s about the freedom those numbers provide. His role is to act as your primary strategist, coordinating every aspect of your financial life so you can focus on what matters most to you.

Tim is a native of St. Louis, Missouri. He graduated from the University of Missouri - St. Louis with a degree in Finance. Tim holds his Series 7 and 66 securities registrations with LPL Financial and Life and Health Insurance Licenses. He also carries the CERTIFIED FINANCIAL PLANNER (TM) and Certified Exit Planner designations.

Tim and his wife Stephanie reside in St. Louis, MO. They have two children, Nick and Madison, and an adorable golden retriever named Ellie. During his free time, Tim and his family are members of Forest Hills Country Club and love 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.