Timothy M. Montague, CPA, MT, CFP^®

Executive Vice President

Tim is responsible for firm operations, people development, marketing, strategic planning and client services. A Certified Financial Planner and Certified Public Accountant with more than 20 years of financial advisory experience, he is a senior client advisor and serves on our investment committee.
A former member of Charles Schwab & Co.'s Institutional Advisory Board, he holds an undergraduate degree from Franklin University and a master's from the Capital University Law and Graduate Center. Tim is past president of the Franklin University Alumni Association and Board Treasurer of Delaware Speech and Hearing Center. He is also a current board of trustees member and treasurer for the Peggy R. McConnell Arts Center of Worthington, Ohio.

Email: tmm@hamiltoncapital.com