
Tim is a Senior Manager in the Wealth Transfer & Preservation practice at Brady Martz. With more than two decades of experience in tax and estate planning, including approximately 16 years practicing estate planning and tax law, Tim specializes in helping individuals and families navigate the tax considerations that arise when transferring wealth to the next generation. His work includes gift and estate tax returns, estate administration, estate planning, and trust and estate income tax compliance and planning.
Joining Brady Martz in 2026, Tim spent the past several years working with regional and national accounting firms. Prior to transitioning to accounting, he practiced estate planning and tax law, where he developed a strong interest in the technical side of taxation. Today, Tim draws on both his legal and accounting backgrounds to help clients find practical solutions to complex tax issues and make informed decisions about their wealth and legacy.
Tim approaches his work with a steady, reliable, and kind demeanor. His personal service philosophy is simple: he handles each project the way he would for his own family. He attributes his success to a willingness to continue learning and a determination not to give up when faced with a difficult challenge. His commitment to lifelong learning extends beyond his profession, as he enjoys studying Latin and hopes to one day be able to read all three of the Biblical languages.
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