Timothy Financial Counsel, Inc.

Luke Lamar is a CFP® and CFA® at Timothy Financial Counsel, Inc. with five years of industry experience. He previously worked at First Trust from 2016 to 2020 before joining Timothy Financial Counsel in 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on financial planning topics and favors diversified exposure through no-load mutual funds and ETFs, emphasizing asset allocation and periodic rebalancing.

Michael Thrasher is a CFP® professional at Timothy Financial Counsel, Inc. in Wheaton, IL, with nine years of industry experience. He has been with Timothy Financial Counsel since 2015. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a range of financial topics and emphasizes a time-based billing model with no custody of client funds or discretionary authority, focusing on advisory and implementation coaching rather than ongoing portfolio management.

Kara Vance is a Certified Financial Planner® with 14 years of industry experience and has been with Timothy Financial Counsel, Inc. since 2016. She holds the Series 65 registration and is based in Wheaton, Illinois. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes a time-based billing model without asset management or discretionary authority, focusing on diversified investment exposure and periodic rebalancing.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

Vicente Ereneta is a financial advisor with Timothy Financial Counsel, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Timothy Financial Counsel, Vicente worked at Allgood Financial - LPL Financial and has held roles in education at Biola University, Compass Church, Wheaton Academy, and Covenant Classical School. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on advisory and implementation coaching rather than ongoing portfolio management and offers education seminars and project-based advice on various financial topics.

Mark Berg is a CFP® and holds a Series 65 license with 25 years of experience in financial advising. He has been with Timothy Financial Counsel, Inc. since 2000. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on project-based advice in areas such as retirement planning, tax strategies, and risk management, operating on a time-based billing model without custody of client funds or discretionary authority.

Samuel Ogles is a CFP® professional with five years of industry experience, currently serving at Timothy Financial Counsel, Inc. He previously worked at Thrivent Financial and has been involved in both writing and teaching on spiritual and faith-related topics through his ownership of Formation Circle LLC. His activities include providing spiritual direction, conducting Enneagram workshops, and creating content related to spirituality. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on advisory and implementation coaching without managing assets, emphasizing diversified investments through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Haili Cochran is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 credential and one year of industry experience. Her prior work includes roles at First Trust, Centric Bank, and Wheaton College. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on advisory and implementation coaching through a structured planning menu, emphasizing diversified investment exposure, asset allocation, and periodic rebalancing without managing client assets directly.

Katie Macek is a CFP® professional with nine years of industry experience. She has worked at Timothy Financial Counsel, Inc. since 2024 and previously spent seven years with Mac-Ord Management Group. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes a time-based billing model without custody of client funds, focusing on advisory and implementation coaching rather than ongoing portfolio management.

Andrew Swierenga is a financial advisor at Timothy Financial Counsel, Inc. with three years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Wheaton College and Regions Bank. Outside of advising, he was involved with Trash Taxi of Georgia LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment exposure through no-load mutual funds and ETFs and providing a structured multi-level planning menu.

Jaxon Bennett is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 designation and under one year of industry experience. His prior roles include various positions at Wheaton College and local financial institutions. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Hoan Taussig is a CFP® professional at Timothy Financial Counsel, Inc. with 14 years of industry experience. He has been with the firm since 2007. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on income management, retirement planning, tax strategies, and other areas, using a time-based billing model without custodial or discretionary authority, and generally recommends diversified no-load mutual funds and ETFs.

Ethan Hulgaard is a financial advisor with Timothy Financial Counsel, Inc. He holds a Series 65 designation and has prior work experience at RSM US LLP and Wheaton College. Hulgaard has been with Timothy Financial Counsel since 2025. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment strategies and offering educational seminars and structured planning services.

Joshua Henderson is a CFP® with three years of industry experience currently serving at Timothy Financial Counsel, Inc. He joined the firm in 2022 after seven years at TransMarket Operations LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm offering individual consultations and project-based advice on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and trusts, focusing on advisory and implementation coaching without managing client assets or exercising discretionary authority.

John Mchenney is a CFA® charterholder with seven years of industry experience. He currently works at Timothy Financial Counsel, Inc. and has previously held roles at First Trust Advisors, Fidelity Investments, and The Vanguard Group. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified investment exposure through no-load mutual funds and ETFs, focusing on asset allocation and periodic rebalancing rather than portfolio management.