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Tim Philpot, MBA, CPA, PFS

Financial Advisor

Tim Philpot

Tim Philpot has been a trusted Financial Advisor to individuals and families for more than two decades.

His career began in 1969 when he completed his accounting degree at the University of Georgia. Following graduation, he worked for an international accounting firm, known today as KPMG, and earned his Certified Public Accountant designation. Tim’s career next took him to the field of business auditing and then to the healthcare industry where he served as the Chief Executive Officer for a healthcare system in Fort Worth, Texas. As CEO, he enjoyed his day-to-day management duties and also provided treasury oversight, managing $500 million of investments for his institution's investment program. Additionally, Tim served as Chairman of the Texas Hospital Association’s Investment Committee where he oversaw investment management for the pensions of 13 hospitals.

While working in the healthcare arena, Tim completed his MBA degree at the University of Texas in Arlington and served on UTA’s Adjunct Faculty where he taught a Healthcare Finance course in the Masters of Healthcare Administration program.

While he was very successful in his career working with large organizations, Tim felt called to use all that he had learned to impact his fellow individual investors. Tim is a Christian and a Financial Advisor who is committed to “planting” in the lives of others. His heart’s desire is to help people understand the Biblical principles of stewardship and apply them fully to their lives. In 1996, with that passion in mind, Tim founded what is now known as Preservation Financial where he can serve others and make a real difference in client’s lives.

Tim has been married to his lovely wife Therese for over 37 years. They have a daughter and two grandsons. One of his passions is the planting and development of his grandsons.

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC
Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.
Preservation Financial Wealth Management, LLC is independent of QCC and QAM.
Preservation Financial Wealth Management, LLC is a full service financial services firm, not a CPA firm.

This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.

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