ASSOCIATE FINANCIAL PLANNER
Tim Connolly holds a Bachelor of Arts in Economics from Kenyon College and is currently enrolled in the Financial Planning Certificate graduate program at Golden Gate University to fulfill the educational requirements towards becoming a CFP Professional.
In addition to his studies at Kenyon College, Tim was a member of the Men’s Varsity Basketball team and is one of the 27 players to eclipse 1,000 points in Kenyon’s history. Additionally, he was a member of the Kenyon Student Athlete Association and volunteered at Transition Mission, a program designed for special needs individuals. After graduating, Tim held roles in tax consulting where he was responsible for working directly with business owners, executives, and other allied professionals to identify and quantify tax strategies related to company research and development.
During COVID, Tim decided to instead utilize his education and professional knowledge directly with individuals. Since joining financial planning, Tim has enjoyed working with all different types of individuals to help think through their financial lives and empower them to Live Big.
In his free time, Tim enjoys playing basketball, competing with (and sometimes against) his wife in various athletic events, and exploring the city on foot with his wife and dog. When not playing sports, Tim can usually be found with his family and friends supporting his favorite local sports teams (go Niners and Warriors!) and spending time catching up at one of the many great places to eat around the city.
Client Focus: Tim’s favorite part of financial planning is the ability to work with so many talented and interesting people. He truly enjoys being able to think with people to help them use their financial resources to empower their lives. He is excited to be a newly minted member of the Yeske Buie team and has been getting acquainted with all our systems and tools, but he is most excited to start working with our amazing Clients!
Current Update: 2025 is proving no different than other years in that Tim is wondering where the time has gone and how we are already past the halfway point in the year – time flies when you’re having fun! Tax planning has given way to mid-year review of portfolios and continual proactive planning and day-to-day support that comes up as our Clients’ lives unfold. Additionally, Tim and the Financial Planning Team recently attended FPA NorCal which he enjoys for the conversations, new perspectives, and knowledge that that he can bring back to our Clients and the team.
On the personal front, Tim and his wife, Leslie, are gearing up for a trip to Ireland to visit Tim’s family (alongside Leslie’s family!). Highlights of the upcoming trip include watching Cork in the All-Ireland Semifinals (both Tim’s parents are from county Cork), visiting with relatives they haven’t seen in quite some time (or, in Leslie and her family’s case, may have not have met yet), and seeing all the great sights along the way. Of course, they’re also looking forward to all the small moments in between.