Tim Quillin

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Tim Quillin, Partner/COO, Financial Planner and Retirement Plan Advisor

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 a spoiled rotten Goldendoodle, Hagrid. My work is my passion and my hobby, but I love spending time outdoors with my family, biking, reading and binge-watching great shows while sweating on my WaterRower.

 

Credentials

Chartered Financial Analyst
Registered Investment Advisor

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: Jr. Analyst, Salomon Brothers
1993-1994: Sales Representative, Castrol
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
Retirement planning
Employer retirement plans and wellness programs