Tim Lowry
ChFC, CFP
Co-Owner, Partner
Tim Lowry, ChFC, CFP is Co-Owner and Partner, Vice President/COO of Dean, Jacobson Financial Services, LLC and has been with the firm since 2002. Prior to joining the firm, Tim began his career as a 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, Northwestern, and Duke University. Tim’s professional licenses include Series 7 (General Securities), Series 63, Series 24 (Registered Principal), and Series 51 (Municipal Principal) through LPL FInancial. 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 been involved in a variety of roles at Christ Chapel Bible Church, where he has served on the Deacon Board, Finance Committee, and participated in evaluating partnership opportunities with other nonprofit ministries. He currently serves as Chairman of the Board of Directors for the DASH Network, a Christian nonprofit ministry dedicated to providing housing and support for asylum-seekers in North Texas. Tim also serves on the Board of Directors for Texas Medical Foundation Health Quality Institute in Austin, Texas and on its Finance and Compliance Committees. Tim recently completed six years on the Board of Directors for Sixty & Better, Inc, serving on the Finance Committee and as Treasurer. He has served for numerous years with Junior Achievement of the Chisholm Trail, Inc. asa Personal Finance Teacher at Aledo High School.In one of the most important gifts of care and love, Tim and his wife served multiple times as foster parents for several children waiting to be adopted from The Gladney Center for Adoption.
Tim is a native Texan, raised in Abilene and currently residing in Aledo.He is married to Sarah and they have three children, Lauren (20), David (18) and Emily (16). In addition to loving his roles as a dad and husband, Tim’s hobbies include snowskiing, playing guitar, and watching college sports, most especially the Texas Tech Red Raiders!
*As reported by Financial Planning magazine, June 1996-2025, based on total revenue.
**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 - 2020 Five Star Wealth Managers.