Owner | Partner
Timothy C. Lowry, CFP®, ChFC® is Co-Owner and Partner, and Vice President/COO 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, TN. Tim specializes in investment management, comprehensive financial planning, and wealth management. He is responsible for investment research for the firm and heads the firm’s Investment Allocations and Portfolio Models Committee. In this role, Tim oversees ongoing research for the firm’s investment policies and strategies and sets target allocations for the firm’s model portfolios. As an advisor, he works with clients in all aspects of financial planning and wealth management including investments, retirement, estate, tax, and insurance.
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 and a Chartered Financial Consultant® (ChFC®). Tim has also completed executive education programs at some of the nation’s most prominent business and management schools, including MIT, UCLA, Yale, and Duke University. Tim’s professional licenses include Series 7 (General Securities), Series 63, Series 24 (Registered Principal), and Series 51 (Municipal Principal). He is a member of the Financial Planning Association (FPA) and served on a special technology task committee for LPL Financial, the nation’s largest independent broker/dealer.* Tim has been recognized multiple times as a “FIVE STAR Wealth Manager”** in Texas Monthly magazine and has earned numerous client service recognitions from investment and financial firms across the nation. He has also been a speaker on several investment and financial planning topics at conferences and events across Texas.
In the local community, Tim has served as Chairman of the Deacon Board at Christ Chapel Bible Church, while also maintaining several other volunteer responsibilities, including being a member on the church’s Finance Committee and evaluating partnership opportunities with other related non-profit ministries. Tim currently serves as President of the Board of Directors for DFW Asylum Seeker housing (DASH) Network and recently completed his second term serving on the Board of Directors for Sixty & Better, Inc. as Treasurer and Chair of the Board’s Finance Committee. He has served for numerous years with Junior Achievement of the Chisholm Trail, Inc. as a Personal Finance Teacher at Aledo High School, and also enjoys volunteering as a coach with the Aledo Lions Youth Basketball league.
Tim is a native Texan, being raised in Abilene. He is married to Sarah, and they have three children, Lauren (19), David (17) and Emily (15). In addition to loving his roles as a dad and husband, Tim’s hobbies include snow skiing, tennis and watching college football, especially the Red Raiders.
