FINANCIAL PLANNER
Tim Connolly, CFP® holds a Bachelor of Arts in Economics from Kenyon College. He has also completed the Graduate Certificate in Financial Planning Program at Golden Gate University and earned the CFP® certification in November 2024.
After completing his undergraduate studies, 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 utilize his education and professional knowledge directly with individuals, and he joined a fee-only financial planning firm where he worked with a range of different individuals and situations. Tim joined the YeskeBuie Team in 2024, and has particularly enjoyed being a thought partner to help Clients think through their financial lives and empower them to Live Big.
While Tim was studying at Kenyon College, he was a member of the Men’s Varsity Basketball team and is one of the 27 players in Kenyon basketball history to eclipse 1,000 points. He was also a member of the Kenyon Student Athlete Association and volunteered at Transition Mission, a program designed for special needs individuals.
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 enjoys being able to think with his Clients and his teammates to help them use their financial resources reach their Live Big goals. Whether it’s diving into a spreadsheet, acting as a sounding board, or anything in between, Tim enjoys being able to partner with all our Clients to help them imagine and build their Live Big lives.
Current Update: With summer wrapping up, Tim is savoring what a full season it’s been.
Professionally, summer is a particularly fun time to catch up with Clients and hear about their plans, whether that’s travel on the calendar or aspirations for the year ahead. Those conversations are a natural moment to reflect on the year so far and look ahead to the months remaining (hard to believe we’re in the final stretch!).
On the personal side, as promised last time, Tim recently arrived home from a trip with his wife to Paris and the South of France. It was the trip of a lifetime, full of great weather, great views, great history, and (most importantly) great memories.
Now that he’s back, he’ll happily tell anyone that we’re entering the best sports stretch of the year, when football kicks off and overlaps with basketball. The games are one thing, but what he most looks forward to is the excuse to spend more time with family and friends over shared interests.