Timothy has served with the Kentucky team since joining the Argent’s Louisville office in 2014. He is a graduate, with honors, of the Louis D. Brandeis School of Law and an active member of the state bars in Kentucky and Indiana in good standing. Including his tenure at Argent Trust Company, Timothy has over 30 years’ experience with past employment at J.P. Morgan Private Bank and PNC Private Wealth Management and a law practice focused on trust and estate planning. As Trust Counsel, Timothy provides legal resources and training, reviews new business opportunities, and drafts forms, documents, marketing, and subject matter pieces for publication.
Timothy’s expertise in multiple states for strategic planning, family governance, business succession and wealth transfer furthers Argent’s clients’ generational financial success. He develops and presents tailored proposals designed to protect, manage, and grow clients’ wealth, monitors administrative services, assesses risk, and provides solutions in cooperation with the client’s attorney, accountant, and other personal advisors. Timothy has assisted families in organizing ownership and operation of private companies, residential real estate, commercial real estate purchasing, development and leasing, charitable gifting and private foundations, among other ventures.
Timothy speaks often on Tennessee Investment Services Trusts, Business Succession, Special Needs Trusts, Choice of Law, Taxation and numerous other subjects, is a Bingham Fellow and has served on the American Inn of Court, Professional Advisors Council for Community Foundations, Lilly Foundation Scholarship Committee, Leave a Legacy Planning Committee, Partnership for Philanthropic Planning of Kentuckiana, Prevention Services Advisory Board for the Center for Women and Families, Metro Louisville Estate Planning Council, Estate Planning Council of Southern Indiana, Brandeis Society, Louisville, Kentucky and Indiana Bar Associations, and University of Kentucky Estate Planning Institute Committee.
Timothy’s wife, Trish, retired from Strategic Planning at Jewish Healthcare Corporation to become an accomplished fabric artist and yoga instructor. Their son, Spencer, attends the Savannah College of Art and Design studying Architecture. They love to travel and have visited, hiked and/or bicycled in numerous National Parks and Forests, and many foreign countries. Timothy takes time to write fiction, hone his culinary skills and play volleyball. They have three dogs, Cleo, Frodo and Jazzy.
