Onboarding & Integration Specialist
As a child, Tim Cowhey witnessed much of his family’s life work disappear due to poor financial advice — not properly diversifying a concentrated stock position combined with a downturn in that stock. This firsthand experience motivated Tim to educate himself on financial planning so that he could not only ensure his own financial well-being but work at an organization that helps others to safeguard their futures.
Today, Tim serves as onboarding & integration specialist to assist new members of the BAM ALLIANCE transition to our tools and resources. He previously worked as an associate wealth advisor at Buckingham Strategic Wealth. Before joining BAM, Tim worked for Morgan Stanley, The Office for Financial Success and Northwestern Mutual. He holds a bachelor’s degree from the University of Missouri.
In his spare time, Tim competes in road racing events and serves as a high-performance driving instructor.