Timothy D. Bales, CPA, CFP - Partner

Tim has over 18 years of public and private accounting experience. He has assisted clients with a broad range of services including reviewing and preparing financial statements, investment and financial planning, QuickBooks® training and tax preparation and planning for businesses and individuals. Tim brings a solid tax and accounting focus to the firm. His extensive tax and accounting knowledge and his in-depth understanding of QuickBooks accounting software enables him to provide professional level service to clients.

Tim graduated cum laude from Marian College with a Bachelor of Science degree in accounting. Tim is a certified QuickBooks ProAdvisor. He holds various securities and insurance licenses as well. Tim is married to Melanie and has three children. He enjoys hunting, fishing, woodworking, and spending time with his family. He is also active with his church.