Tim Wolfe
Lead Advisor
Department: Advisors
Experience: Finance since January 2018
Education: Bachelor’s degrees in finance and real estate from the University of Northern Iowa
Tim arrived at Modern Wealth in December 2024 and is based in the Lenexa, Kansas office. He works alongside senior advisors, striving to provide exceptional service and communication during client meetings. Client retention is one of Tim’s top goals.
Tim began his career by spending five years as an associate advisor at a large RIA in Cedar Rapids, Iowa. He then worked as a wealth management strategist at a small boutique RIA in Kansas City, Missouri, prior to joining the Modern Wealth team. Tim likes the team culture, work life balance, and opportunity for career growth at Modern Wealth.
Outside of work, Tim enjoys golfing, skiing, working out, and spending time with his Labradoodle, Milo, and his friends and family. He and his younger brother are originally from Cedar Rapids, where their parents still reside. Going on vacations, cheering on the Iowa Hawkeyes and Green Bay Packers, trying new restaurants, and making memories are all things that Tim’s family likes to do together.
Tim is analytical and loves helping others. Both of those characteristics helped guide him into the financial services industry. He’s also quick on his feet — figuratively and literally. Tim was a high school All-American in track and field.