Tim Christensen

PARTNER, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 226-7722

EMAIL: TIMC@SQUIRE.COM

Areas of Focus:

• Financial Planning
• Tax and Estate Planning
• Investment Management
• Insurance Planning
• Charitable Giving Strategies

Profile:

• Past Member of Orem City Council
• Past Chair with the Commission for Economic Development in Orem
• Past Board Member – Provo/Orem Chamber of Commerce
• Past member of the planned giving advisory councils for BYU, UVU and the United Way

Education and Certifications:

• Master of Accountancy-Tax Brigham Young University 1983
• Personal Financial Specialist-AICPA 2000
• Investment Advisor Representative-2000
• Series 65 and 66-SEC 2000
• Health and Life Insurance – State of UT 2009
• Accredited Estate Planner – National Association of Estate Planners & Councils 2010

Affiliations:

• Member Utah Valley Estate Planning Advisory Council
• Member American Institute of Certified Public Accountants and Utah Association of Certified Public Accountants
• Member Utah Association of Certified Public Accountants political action committee
• Legacy Member of the BYU Cougar Club