Whitaker-Myers Wealth Managers is excited to announce the addition of Tim Hilterman as the firm’s first Chief Financial Planning Officer (CFPO). This newly created role is a key step in our mission to deliver an unparalleled client experience while fostering the continued development of our advisors.
Tim brings decades of financial expertise, leadership, and a deep commitment to community service. As CFPO, he will focus on enhancing the firm's planning processes, mentoring advisors to excel as financial planners, and ensuring clients benefit from a robust and comprehensive financial planning experience.
A New Chapter for Whitaker-Myers Wealth Managers
Tim's hiring reflects our commitment to staying at the forefront of the wealth management industry. By creating the CFPO role, we aim to further empower our advisors with the tools, training, and resources to better serve clients in an increasingly complex financial landscape. Tim’s focus will be on integrating financial planning best practices, improving client engagement, and being involved in the planning process with our advisors and clients, either when they initially sign on with Whitaker-Myers Wealth Managers or as their situation becomes more complex.
“Our advisors are the backbone of our success, and Tim’s leadership will help them grow professionally while enabling us to provide an even higher standard of service to our clients,” said John-Mark Young, President of Whitaker-Myers Wealth Managers. “We are thrilled to welcome him to the team.”
A Legacy of Service
Tim joins us from Whitcomb & Hess, where he served as a Senior Financial Advisor and Planner, gaining a reputation as a strategic thinker and client advocate. His background as a Certified Financial Planner (CFP®) and a Chartered Advisor in Philanthropy (CAP®) along with his passion for helping clients achieve their goals, align perfectly with the mission of Whitaker-Myers Wealth Managers.
Beyond his professional accolades, Tim is well-known for his dedication to community involvement. As highlighted in a 2018 Mansfield News Journal feature, Tim has made giving back a central part of his life:
Spherion Mid-Ohio 13er: Tim founded this half marathon that raised significant dollars that were donated to the Richland Foundation, which in turn administered grants to applications with suitable programs addressing drug addiction and treatment.
Richland Academy of the Arts: Tim is an active board member at Richland Academy of the Arts.
The Greatest Gift - Life: Tim was recognized locally for donating a kidney to a 4-year-old girl from his church who was fighting cancer. She lost both kidneys because of her cancer and was forced to undergo dialysis for 12 hours a day until Tim's incredible gift of life!
“Helping others has always been a part of who I am, whether it’s through my work or volunteering in the community,” Tim shared. “Joining Whitaker-Myers Wealth Managers allows me to continue that mission, both professionally and personally.”
A Bright Future
With Tim at the helm of financial planning, Whitaker-Myers Wealth Managers is poised for continued growth and innovation. His unique combination of financial expertise, leadership, and a service-driven mindset will be instrumental in shaping the firm’s future and ensuring that we continue to deliver exceptional value to our clients.
As we look ahead, we are confident that Tim’s impact will be felt across the firm, from our advisors to our clients and throughout the communities we serve.
Tim resides in Lexington, Ohio, with his wife Abby, and their seven children. Tim and his family are actively involved in their local church, Westwood Alliance Church, and he loves to run and hopes to one day complete in another full ironman triathlon.
Please join us in welcoming Tim Hilterman to Whitaker-Myers Wealth Managers!
Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer
December 12, 2024
John-Mark Young
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