Tim Maurer, CFP
Director of Advisor Development
As director of advisor development at BAM Advisor Services, Tim designs and implements focused professional and personal development programs for advisors in the BAM ALLIANCE. His goal is to prepare them to provide an outstanding experience to their clients through skillful comprehensive financial planning.
Previously, Tim served as a wealth advisor and director of personal finance for BAM Advisor Services. He is a CERTIFIED FINANCIAL PLANNERTM professional and a graduate of Towson University, where he taught financial planning for seven years. Tim’s most recent book, “Simple Money: A No-Nonsense Guide to Personal Finance,” was published in 2016. He is a CNBC contributor and also writes for Forbes.com.
A central theme drives Tim’s work: Personal finance is more personal than it is finance. Regardless of our income or net worth, Tim believes it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life. With a passion for relational communication, Tim has been featured on the Today show on NBC, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.
Tim is a husband and father first and lives in Charleston, South Carolina, where he and his wife, Andrea, are the proud parents of two boys, Kieran and Connor, and are active members of their community. Outside of personal finance, Tim’s favorite pursuit is music consumption and performance. He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures. You can follow Tim on Twitter at @TimMaurer.