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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.

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

Office Locations

Serving clients from our offices in Naperville and Chicago — Loop.

Naperville

1730 Park Street
Suite 100
Naperville, IL 60563

Chicago — Loop

200 W. Madison Street
Suite 980
Chicago, IL 60606

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Disclosures

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.

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