Timothy C. Lowry, CFP®
is co-owner and Partner of Dean, Jacobson Financial Services, LLC and has been with the Firm since 2002. Prior to joining the Firm, Tim worked as Associate Planner for an independent financial advisor in Nashville, Tennessee. Tim specializes in investment management, model portfolio design, comprehensive financial planning and wealth management. Much of his time is spent focusing on client planning issues, investment research, and asset allocation decisions within client portfolios. Tim conducts ongoing research for the Firm’s investment policies and strategies and services clients in all aspects of financial planning and wealth management including investments, tax, estate and insurance areas. Tim also serves as primary liaison with the vast universe of active mutual fund managers and investment company representatives that the Firm utilizes.
Tim is a graduate of Texas Tech University, Lubbock, Texas with a Bachelor of Science (BS) in Family Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Financial Consultant (ChFC®). Tim is a member of several professional organizations including the Financial Planning Association (FPA), Society of Financial Service Professionals (SFSP), and the National Association of Insurance and Financial Advisors (NAIFA). He has been recognized multiple times as a “FIVE STAR Wealth Manager – Best in Client Satisfaction”* by Texas Monthly magazine and has earned several distinctions and recognitions from investment and financial firms across the nation. Tim has also been a featured speaker on several investment, risk management, and financial planning topics at conferences and events all across Texas.
Tim is a very active member of his local church. He is currently serving on the church’s Deacon Board and is involved in several other volunteer responsibilities. He is also a volunteer Personal Finance teacher for Junior Achievement of the Chisholm Trail, Inc. at Aledo High School.
Tim is a native Texan, being raised in Abilene. He is married to Sarah and they have three children, Lauren (8), David (5) and Emily (4). In addition to loving his roles as a dad and husband, Tim’s hobbies include golf, tennis and watching college football, especially the Red Raiders. Tim also coaches pee wee baseball and has taken on a new mini-farm hobby with his kids of raising hens at their home in Aledo.
*2014 award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.