Tim Daley, MBA
Partner & Director of Operations
Huntersville, NC
Tim joined Lifestyle Freedom in 2018. As Director of Operations, Tim has responsibility for ensuring that all the firm’s core activities are completed accurately and efficiently. Tim has been instrumental in upgrades to our internal technology systems, client account trading, financial planning, and insurance case services. As he has grown in his back-office role, he has expanded his client facing work allowing our clients to directly benefit from his years of experience. Tim spearheads many of our business consulting offerings and is intimately involved in delivering value to our clients through business valuations, tax planning, succession planning, and management consulting.
With over a decade of experience in the corporate financial services sector, Tim has honed his skills at Fortigent and LPL Financial, specializing in technology and performance reporting team operations and management. His transition to a more client-facing role at Lifestyle Freedom has further enhanced the value he brings to our clients.
Tim holds an undergraduate degree in Accounting and Finance from the University of Richmond, and an MBA degree from the University of North Carolina at Charlotte with a concentration in Business Analytics.
Tim currently resides with his wife and young children in North Carolina, where they spend their free time enjoying the numerous parks, lakes, and hiking trails the area has to offer.