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Tim R. Frey, CFP®

Tim R. Frey, CFP®

Assistant Vice President | Senior Client Specialist

Focus

Tim assists clients and his fellow team members in all operational needs. He strives to provide clients with clarity and peace of mind through listening, researching and delivering concise and informative answers and solutions.

Background and Experience

Tim began his career in the financial services industry 20 years ago. He graduated from Whitworth University in Spokane, WA with a B.S. in Computer Science and Business Management.

Tim was born and raised in Oregon and graduated first in his class from Aloha High School in Beaverton, OR where he not only achieved academic success, but was also a team player on the football and track team.

Tim’s passion for helping others developed during his role as Financial Vice President for the Student Union while at Whitworth University. He obtained his first license in 2006 as an Investment Consultant prior to moving to a Sales Supervisor role in 2012. He then joined The Planning Group of the Northwest in 2016.

Tim passed the Certified Financial Planner® exam in July of 2022. Tim currently holds the FINRA series 7 and 66 licenses, as well as the Series 9 & 10 supervisory registration.

His comprehension of operational processes and his desire to understand various aspects of a situation so he can accurately communicate the solution to clients and colleagues make him an invaluable member of our team and resource to clients.

Personal Life

Tim lives in Anchorage with his wife, Melissa, and their two children, Jonathan and Anna. He is actively involved in his community and volunteers in his church. He enjoys spending time with his family, biking, hiking and playing the guitar.