Timothy A. Wissing, EA

twissing@matherandcompany.com

(502)429.0800

 

EXPERIENCE:

Tim has over 24 years of experience in public accounting providing strategic tax planning and value-added consulting services to families, executives, and closely held small and mid-size businesses.  Tim serves as the managing member of the firm’s wealth management division.

 

EDUCATION & ACHIEVEMENTS:

Bellarmine University, W. Fielding Rubel School of Business, Master of Business Administration

Western Kentucky University, Bachelor of Science, Accounting

Federally licensed Enrolled Agent

Holds the Series 7 & 66 securities licenses

Holds health and life insurance licenses

Prior service member of the United States Marine Corps Reserve

2008 Albert Sanders Award recipient – St. Matthews Area Business Association

 

PROFESSIONAL AFFILIATIONS:

Financial Services Institute

 

CIVIC ACTIVITES:

Currently volunteers with the Trinity Bass Fishing Team

Former Board Member and Treasurer of the St. Matthews Area Chamber of Commerce

Former Board Member of Kentuckiana Crime Stoppers

Has volunteered to coach youth soccer, baseball, basketball, and flag football over the years

 

***Investment advisory services are offered through Avantax Planning Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Mather and Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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