Timothy’s Approach
Timothy J. Mayer
CFP®, CPA, MS
Financial Advisor
Overview
Timothy “T.J.” Mayer serves as a financial advisor focused on comprehensive financial planning in our Naperville, Illinois, office. He also supports clients from our Chicago Loop location.
As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant (CPA), T.J. helps individuals and families navigate a wide range of financial planning needs, 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 strategies. His background in public accounting helps expand his ability to integrate tax considerations into long-term financial plans.
Before moving into his current advisory role, T.J. worked as a manager with Savant Tax & Consulting. Earlier in his career, he held tax manager roles at a national public accounting firm and gained additional experience at two other national firms, including one of the Big Four. This foundation allows him to approach financial planning with a disciplined, detail-oriented perspective.
T.J. earned a bachelor’s degree in economics from the University of Illinois Urbana-Champaign and a Master of Science (MS) in accountancy from DePaul University in Chicago.
He stays actively involved in his community as a fifth-grade basketball coach at St. Matthias Elementary School. A lifelong basketball fan, T.J. enjoys combining his interest in the sport with teaching and mentoring young athletes. He and his family, who are from the South Side and suburbs of Chicago, are also enthusiastic Notre Dame supporters.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Illinois Urbana-Champaign
Bachelor of Arts in Economics - DePaul University
Master of Science (MS) in Accountancy
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
Affiliations
- St. Matthias Elementary School – fifth-grade basketball coach
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.