Timothy Burger brings a thoughtful, analytical approach to investment management, shaped by years of experience evaluating companies across sectors and stages of growth. He focuses on turning complex financial data into clear, actionable steps. At the heart of his approach is a commitment to listening closely, understanding each client’s values, and doing what’s right for them.
He holds both a B.A. in Political Science and an MBA in Finance from the University of Kansas, and is a CFA® charterholder. His career includes recognition for his contribution to successful portfolio management teams and working with others to achieve important goals.
Based in Kansas City, MO, Timothy enjoys life with his wife Laura and their two sons, Oliver and Charles. Outside of work, he stays active coaching youth sports, reading, and staying connected to their local church community.