Mark has had the privilege of being a financial planner since 1995. As founder of Timothy in 2000, Mark’s primary role is long term vision casting for the firm along with serving a small group of clients. He relies heavily on his amazing team and partners for the management of Timothy and the serving of the firm's clients.
Mark's passions for Timothy revolve around making it a world class financial planning firm. Through reading, talking and testing Mark & the team love to push the boundaries of service. As a result of our growth and longevity Mark has been asked to be on Kitces' Advisor Success Podcast (Session 64 and 389), the Morningstar Longview podcast hosted by Christine Benz (March 28, 2023 & November 19, 2024), as well as interviewed by a variety of publications. Ironically, Mark participates in no social media other than attempting to keep his LinkedIn profile current.
His other work passion focuses on being a spokesperson for those who practice financial planning while charging solely for their time. He continues to believe hourly provides the perfect balance of client value with company profitability. He and friend Matthew Jackson, CFA co-wrote A Matter of Time to help aide others who might be interested in pursuing this approach.
Outside of work he serves on various for profit and non-for-profit boards and maintains a joyfully busy life with his family, church and community. Mark and his wife, Cheryce, live in Wheaton, Illinois. They have the gift of three sons, Joshua, Ryan (Jacki) and Luke, along with a new grandson Hudson.
Timothy Financial Counsel, Inc. is the largest hourly-only, fee only financial planning firm in the United States.
Allan Roth is founder of Wealth Logic, an hourly based financial planning firm. He writes for the Wall Street Journal, AARP, and Financial Planning Magazine. He is also the author of How a Second Grader Beats Wall Street (Wiley 2009). He earned a bachelor’s degree in accounting... Read More →
Carl Richards, creator of The Sketch Guy column in The New York Times, uses simple sketches to make money concepts clear and relatable. A Certified Financial Planner™ and bestselling author of The Behavior Gap and The One-Page Financial Plan, Carl’s work has inspired audiences... Read More →
