9108 N Kelley Avenue Oklahoma City , OK 73131

405.478.1971

Timothy “Tim” Courtney is a senior investment strategist and client advisor focused on investment strategy and portfolio construction, working out of Savant’s Oklahoma City office. He joined Savant in 2026 when Exencial Wealth Advisors became part of the firm.

Tim previously served as chief investment officer of Exencial, where he chaired the investment committee and helped guide the firm’s investment strategy. He worked closely with individuals, families, and organizations to develop customized investment approaches that align with long-term goals, tax planning considerations, and retirement planning needs.

Before joining Exencial, Tim worked at Fidelity Investments in Dallas, Texas, where he supported clients with investment and market guidance. He is a Certified Investment Management Analyst® (CIMA®) and holds a bachelor’s degree in business administration from Oklahoma State University in Stillwater.

National media outlets have featured Tim’s market commentary and research, including CNBC, FOX Business, The Wall Street Journal, Barron’s, and AARP Magazine.

Tim lives in Edmond, Oklahoma, with his wife, Jennifer. They have four children: Ben, Abby, Susannah, and Amelia. He enjoys traveling with his family and staying active through sports such as tennis and volleyball.

Education &
Designations

Oklahoma State University
Bachelor of Business Administration
Certified Investment Management Analyst® (CIMA®)

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