Tim Hudson, M.S., CFP^®, CEPA^®, CLU, ChFC, APMA®

Tim Hudson believes wealth has the greatest impact when it is aligned with purpose. For more than 25 years, he has helped individuals, families, retirees, and business owners use their financial resources intentionally, supporting the people, priorities, and goals that matter most to them.

Growing up as a pastor's son, Tim learned the importance of service, stewardship, and helping others. Those values continue to shape his approach and influence the way he serves clients and their families. They also sparked a lifelong passion for financial education, empowering people to make thoughtful decisions and gain clarity about their financial future.

Tim’s planning approach integrates retirement planning, tax-efficient wealth strategies, estate planning coordination, and business succession planning—bringing each element together to support the life clients want to build. One of the most rewarding aspects of his work is helping clients transition from building wealth to using it intentionally. Whether that means spending more time with family, supporting charitable causes, traveling, or pursuing long-held dreams, Tim enjoys helping clients turn years of preparation into a meaningful next chapter.

Tim holds a Master of Science in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds the Certified Exit Planning Advisor (CEPA®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Portfolio Management Advisor (APMA®) designations, reflecting his commitment to ongoing education and serving clients with a broad range of planning needs.

Outside the office, Tim enjoys spending time with his wife, two sons, and two grandchildren, serving his community, and pursuing a variety of outdoor activities.