As a CERTIFIED FINANCIAL PLANNER^® professional, Jeffrey helps individuals approaching or already in retirement bring clarity and confidence to life's next chapter. His expertise lies in creating comprehensive retirement plans that coordinate every piece of the puzzle—investments, taxes, pensions, Social Security, cash flow, Medicare, insurance, debt management, charitable giving, long-term care, and estate planning—so clients can make the most of the wealth they've worked hard to build.

Jeffrey does this work because he believes retirement shouldn't feel like guesswork—it should feel like freedom. His process is grounded in the professional standards of the CFP^® Board, which demands rigorous education, experience, and ethics.

Jeffrey completed his CFP^® coursework at James Madison University, holds a B.S. in Engineering from Virginia Tech, and continues to meet ongoing education requirements to ensure every recommendation reflects current best practices. When not helping clients plan their financial futures, Jeffrey can likely be found enjoying time with family, exploring the outdoors, or tinkering with a new project—true to his engineering roots.

With two decades of client-facing experience, including seven years in the financial industry, Margaret is committed to building strong relationships and delivering exceptional client service. 

Prior to joining Farther, Margaret spent 4.5 years working with high-net-worth clients at TD Ameritrade and Schwab. She is currently pursuing a degree in Finance at Franklin University.

Ashton Hayes is a dedicated legal professional with experience in tax law, property disputes, and probate matters. With a client-first approach, she prioritizes clear communication, thorough research, and strategic problem-solving to deliver effective legal solutions. Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients’ best interests. 

She earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, Ashton has gained hands-on experience in tax controversies, housing disputes, and estate planning. Whether drafting intricate legal memoranda or negotiating with IRS attorneys, she has developed a well-rounded understanding of litigation and client advocacy. 

Currently based in Rowlett, Texas, Ashton enjoys spending time with her family, friends, and her dog, Otis. Outside of work, she finds joy in hiking, gardening, and traveling to new destinations.

Tim has led high-performing teams and advised ultra-high-net-worth clients on building and preserving generational wealth through innovative, personalized strategies for over 15 years.

Prior to Farther, Tim held senior leadership roles at Charles Schwab & Co., where he drove operational excellence, digital transformation, and client engagement across multi-state operations. His market expertise is further distinguished by his background as a Nasdaq Market Maker and Professional Market Trader, providing clients with deep insight into market dynamics and risk management.

Tim is known for his collaborative leadership, commitment to client success, and passion for advancing the wealth management profession. He is based in Phoenix, AZ with his wife and their five children.

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Alex has more than 10 years in Investment committee leadership and portfolio management. He currently sits on the Board of Governors for Cranbrook Schools, where he acts as the chair of the Investment Committee for a $500M endowment.

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Alex’s primary focus is high level investment strategy on behalf of the client in conjunction with mission, goals and risk parameters. As a CFA, he is a specialist in balancing portfolio allocation and optimizing investments.  Alex led the investment team at GLP Financial Group and Investments for over 10 years, rising to the role of Chief Investment Officer.  He graduated magna cum laude from the University of Michigan with a degree in Biochemistry.