Timberchase Financial, LLC

Peyton Watts is a financial advisor at Timberchase Financial, LLC with a Series 65 designation and three years of industry experience. He has been with Timberchase Financial since 2018 and previously worked at Page Law Firm, LLC for eleven years. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic, passive asset allocation using no-load mutual funds and ETFs, guided by cost-effectiveness and third-party research.

James Moore is a CFP® and holds a Series 65 license, with five years of experience in financial advising. He has been with Timberchase Financial, LLC since 2020 and previously worked at PriceWaterhouseCoopers for eight years. Outside of his advisory role, he is a shareholder in LRJ, LLC, which provides decentralized network coverage for internet and 5G wireless through the Helium network. Timberchase Financial offers personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, guided by cost-effectiveness and third-party research.

Bryan Hancock is a CFP® professional with 21 years of experience, currently serving at Timberchase Financial, LLC since 2004. He is also an adjunct instructor of finance at Samford University in Birmingham, AL. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, focusing on cost-effectiveness and third-party research.

Katie Lenz is a CFP® professional with 10 years of industry experience. She has been with Timberchase Financial, LLC since 2015. Outside of her advisory role, she owns several real estate investment properties and performs related administrative duties. Timberchase Financial provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, passive asset allocation approach using no-load mutual funds and ETFs, and operates as a fee-only advisor managing approximately $237 million for about 120 clients.