Tim Courtney serves as Chief Investment Officer of Exencial Wealth Advisors and chairs the investment committee. He attained the Certified Investment Management Analyst (CIMA) designation in 2005 and has more than 15 years of experience advising individuals, corporations and organizations on investments and markets, tax planning and retirement. Much of Tim’s time is spent meeting with clients, formulating and advising on client strategies, and performing investment and portfolio research. Prior to Exencial, Tim worked for Fidelity Investments in Dallas, TX. He graduated from Oklahoma State University in 1994 with a Bachelor of Science in Business Administration. Tim has shared his expertise as a guest on CNBC and FOX Business, and his research has been featured in The Wall Street Journal, Barron’s, AARP Magazine and elsewhere. Tim is married to Jennifer and they live in Edmond with their four children: Ben, Abby, Susannah and Amelia. They enjoy traveling as a family and spending time participating in sports, such as tennis and volleyball.
John Burns Team
Rusty Ross Team