Our experienced team of talented and credentialed professionals share a common philosophy: to ensure our clients are happy. We are trained in investment management, financial strategy, retirement planning, and liability and risk management. By combining our varied intellectual capital, we are able to offer a personalized and complete financial strategy to each of our clients.
Timothy J. Volk, CFP®
Tim Volk is a unique professional with an exceptional network, great interpersonal skills and a deep appreciation of the issues surrounding wealth management. As an integral part of an entrepreneurial family, he gained a strong financial background and expertise in real estate, mortgage banking and insurance.
At Axiom Financial Strategies, Tim leads the Family Advisory Team in the role of Senior Strategic Advisor. The team’s focus is on helping families and their enterprises successfully navigate the challenges in protecting their wealth and legacy, while guiding their heirs into the future. He is the founder and Principal of T. Volk & Company, a boutique advisory firm that specializes in assisting closely held businesses, family offices (single and multi-family) and family-controlled enterprises. Tim is also the founder and President of Teton Tack & Feed, a privately held, award-winning real estate development company specializing in residential real estate.
While serving as Director of Business Development at BMO Harris myCFO, he was instrumental in strategically expanding the firm and growing assets under advisement. Tim’s innovative approach encompassed everything from product development to client engagement. His work was honored with the firm’s highest achievement awards. Prior to that, Tim was Sales Vice President at PNC Bank, leading the growth of 10 new mortgage banking offices across the Rocky Mountain Region.
Over the past 25 years, Tim has held key leadership positions with several not-for-profit boards, focused on community service, education, health and well-being. These include: Collaboration for Families Flourishing; the Abzyme Research Foundation (NYC); the National Symphony Orchestra at the Kennedy Center; Children’s Hospital at University of Illinois; Aspen Center for Integral Health; Colorado Mortgage Lenders Association; and the United Way of Laramie County, Wyoming, as Campaign Chairman and a member of the Executive Committee. Tim holds a Certified Financial Planning (CFP) designation. He earned a Master’s degree in business administration from Lesley University in Cambridge, Massachusetts, and a Bachelor’s degree in finance from Oregon State University.
The Other Side of Timothy J. Volk
Strategy When Dealing with Clients
“I think it’s important that we can relate to each other—that I understand where they’re coming from and they understand what I can do. We have to have shared values as well. If they are going to trust me to talk about their family, their money or what’s keeping them up at night, they need to know who I am.”
Major Work Success
“I think to get my Masters and my CFP were really great accomplishments for me personally, and I encourage people to go after any sort of academic accreditation they want to have.”
Best Business Advice You’ve Received
“A few things come to mind. My dad told me to ‘always work hard.’ An executive I once reported to said, ‘The most important thing is what you keep going on between your ears, because that is what you can control. Everything else you can’t control.’ And one of my mentors wisely said the role of a leader is to ‘show up and bring joy into the company every day.’”
Most Rewarding Part of Work
“Helping people find peace of mind in what they’re doing.”
Biggest Personal Accomplishment
“My relationship with my husband. We’re going to celebrate 30 years together this year.”
Business Leaders You Admire
“David Rubenstein who founded the Carlyle Group, and is chairman of the Kennedy Center for the Performing Arts, the Smithsonian Institution and the Council on Foreign Relations. I also admire Michael Bloomberg, and Bill and Melinda Gates.”
Three Words to Describe Your Work Philosophy
“Integrity. Trust. Thoughtfulness.”
Passions Outside of Work
“I love vintage cars and traveling the world on luxury ships. I’m also a fitness enthusiast who has been practicing Pilates for 12 years.”
Fun Fact
“I know all the words to singer/rapper Lizzo’s new song, and I’m a devoted Lady Gaga Monster.”