Tim Haunn

Tim Haunn, as Founding Partner of Haunn Landers & Co. (HLCO), plays a pivotal role in shaping the firm’s strategic direction and delivering on its mission to help clients build lasting wealth, foster extraordinary families, and strengthen communities. With a deep expertise in financial planning, wealth management, and retirement strategies, Tim is dedicated to providing a comprehensive, values-based advisory approach that emphasizes clarity, simplicity, and purpose. His leadership is instrumental in developing and refining HLCO’s signature ‘The Advisory Model,’ which prioritizes understanding clients’ core values and long-term goals to craft personalized financial solutions.

Currently, Tim oversees key projects that integrate holistic wealth management services, including sophisticated estate planning, risk management through insurance strategies, and investment management tailored to each client’s unique circumstances. His focus on reducing financial complexity aligns with the firm’s commitment to empowering clients to make wise, informed decisions about their wealth accumulation and preservation. Tim’s expertise in entrepreneurship and management further enhances his ability to guide high-net-worth individuals and families through complex financial landscapes, ensuring their financial security and legacy planning.

By fostering collaborative relationships with clients, Tim ensures that financial strategies are not only effective but also aligned with their personal values and life aspirations. His leadership at HLCO continues to drive innovative solutions that simplify the often complex world of finance, making wealth management accessible and meaningful. Through his work, Tim exemplifies a passion for helping clients achieve financial clarity, build extraordinary families, and contribute positively to their communities.