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Timothy Volk 1 posts 0 comments

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 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 BMA 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 the 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.

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Helping Families Deal with LGBTQ Issues

Timothy Volk Sep 14, 2022
Advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with LGBTQ members. Because societies have historically discriminated against LGBTQ individuals, advisors need to have emotional…
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Profile
  • [ils-saas-sso-login-default]
  • Home
  • Solutions
    • Wealth Transfer Planning
    • Elder Law Planning
    • Essential Estate Planning
    • Retirement Benefits Planning
    • Firearms Trust Planning
    • Law School Program
    • Educational Resources
    • Testimonials
  • CTA Resources
  • Academy
    • Estate Planning – Tax
    • Estate Planning – Basics
    • Faculty
    • CLE Approved
    • Tuition
    • FAQs
    • Attorney Reviews
    • Contact Us
  • Blog
  • Webinars
    • Hot Topics
    • All Access Pass
    • Roundtable
    • Drafting
    • On-Demand
  • Upcoming Events
  • Resources
    • Discussion Forum
    • Practitioner Referral Network
    • Legal Knowledgebase
    • Practice Development
    • Alliance Partners
    • Software Integrations
    • Legal Visionaries Podcast
    • Subscriber Alliance Badges
    • Referral Rewards
  • Support
  • Our Team
    • Special Advisors
    • Advisory Board
    • Press Releases
    • Careers
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  • Schedule a Demo
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Welcome back, Letha Sgritta McDowell CELA

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