Tim Quillin

Tim Quillin

Partner, CFO and Chief Compliance Officer

I grew up in Iowa, spent some time in the Army and lived all over the world before settling in Arkansas. I moved to Little Rock for the job but stayed for the girl (my wife Annie). We have two teenage kids, Jack and Annabelle, and two spoiled rotten Goldendoodles, Hagrid and Rosie. My work is my passion and my hobby, but I love spending time outdoors with my family, hiking, biking, reading and binge-watching great shows while exercising.

Credentials

Chartered Financial Analyst
Investment Advisor Representative

Education

MBA, University of Iowa
BSBA, University of Arizona

Experience

2017-present: Financial Planner, Aptus Financial
2015-2017: Hedge Fund Analyst, Circumference Group
1997-2015: Senior Research Analyst, Stephens Inc.
1996-1997: Junior Research Analyst, Salomon Brothers
1993-1994: Sales Representative, Drydene Performance Products
1989-1993: Army Officer/Explosive Ordnance Disposal Technician

Expertise

Physicians, attorneys and tech execs
Tax-efficient investing
Guided transitions away from advisors to self-managed accounts
Cash management and contingency planning