Timothy J. Mayer
CFP®, CPA, MS
Financial Advisor
As I've grown in my career, I've learned the best part of work is the relationships. Teaching, learning, and growing together as a team are the most rewarding parts of work.
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Education &
Affiliations &
T.J. is a financial advisor in Savant’s Chicago Loop office.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), T.J. is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
T.J. has been involved in the financial services industry since 2017. Before transitioning to his current role, he was a manager of Savant Tax & Consulting. Prior to joining Savant, he was a tax manager at a national public accounting firm. He has additional tax experience at two other national public accounting firms, including one of the “big four” firms.
T.J. earned a bachelor of arts degree in economics from the University of Illinois Urbana-Champaign and a master of science (MS) degree in accountancy from DePaul University in Chicago.
T.J. volunteers as a 5th grade basketball coach for St. Matthias Elementary School. His family is from the south side and suburbs of Chicago and are big Notre Dame fans. T.J. loves basketball and as a coach, he combines his passions of the sport, teaching, and helping other pursue their goals.
Education &
Designations
- University of Illinois Urbana-Champaign
Bachelor of Arts in Economics - DePaul University
Master of Science (MS) in Accountancy - CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant (CPA)
Affiliations &
Community Service
- St. Matthias Elementary School – 5th grade basketball coach
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.