EFS founder and CEO Tim Estes, CFP, CRPC, ChFEBC has been active in the financial services industry since 1991. He holds the designations of Certified Financial Planner ®, Chartered Retirement Planning Counselor, and Chartered Federal Employee Benefits Consultant. He is a member of the Financial Planning Association.
Tim is a noted lecturer and author. He has written an investment advice column for MD News, a regional magazine dedicated to physicians. His financial expertise has been sought out and quoted in the Fort Worth Star-Telegram and the Fort Worth Business Press. Tim lectures frequently on investor education issues. Many of his presentations are available at TimEstes.tv.
Tim attended Texas A&M on a full Navy ROTC scholarship where he graduated with a Bachelors Degree. Tim served his country proudly for over 21 years of Naval Service, both active duty and in the reserves. He retired from service as a Commander in 1999. He is a life-long member of the Episcopal Church. Tim resides in the Dallas/Fort Worth area with his wife, Julie.
Estes Financial Services Inc. is a Registered Investment Advisor firm serving clients retirement planning and wealth management needs. Estes Financial offers fee-based investment advisory services for client accounts, including high net worth individuals, company retirement plans and trusts.