Tim Helfer, CBEC®

Director of Financial Planning
Private Wealth Advisor

Tim Helfer joined Bowersock Capital Partners in 2021 from Lincoln Financial Advisors/ Sagemark Consulting, where he spent over thirty years helping successful individuals build and preserve their assets. He was a member of Sagemark Private Wealth Services Group and the Business Intelligence Institute, an elite group that specializes in working with closely-held businesses and high net worth families. He holds the Certified Business Exit Consultant (CBEC) designation.  As Director of Financial Planning at Bowersock, Tim believes that a comprehensive financial plan, when rigorously designed and implemented, can have a significant impact on the lives of clients and their families. Tim specializes in risk management and is particularly skilled at using insurance as a means for implementing complex multi-generational wealth transfer strategies. Tim graduated from Old Dominion University in 1983 with a B.S. in Business Administration and Finance.  He is a member of the Kansas City Society for Financial Planning Professionals. Once a varsity soccer player, he continues to play the game as much as possible. He lives in Overland Park, Kansas with his wife Jan, where they raised three children.