Tim Lynch has a heart for service and stewardship, and he understands the value of quality mentorship and coaching. Prior to his near decade of financial industry experience, Tim was a professional golfer for six years, where he learned countless skills that now merge the roads of golf and life.
With a guiding principle of service to others, Tim is paying forward his own educational lessons by helping clients progress in their personal and financial lives. As a Certified Exit Planning Advisor (CEPA), he walks business owners through a process to help them understand the actual value of what they’ve built today while supporting their preparation and transition at the most opportune time.
“My biggest joy is seeing other people have success, whether it’s financially, athletically, vocationally, or spiritually, and I hope to impart that outcome on our clients by seeking to understand the intent for their wealth and looking to guide them on a path from point A to point Z."
Tim is dedicated to meeting clients where they are on that path – both in life stages and geographically. His business development role at 6 Meridian often involves travel to broaden the reach of the organization’s services, all while collaborating with the rest of the 6 Meridian team to provide all-encompassing support. That team effort ranges from financial planning to investment management to wealth preservation and charitable giving. And while he resides in Chicago, IL, you’ll often find this Scottsdale, AZ, native back in his hometown or in our Wichita, KS, office.
Tim’s desire to help other people extends beyond work, and he cherishes his time with his close friends and family. He and his wife, Allison, have a growing family of five that now includes twins. Beyond his newfound responsibilities of fatherhood, Tim still has a passion for golf and loves to travel as often as possible.
We’re glad that, after all his many journeys and adventures, Tim found his way to advising clients at 6 Meridian!