About
Meet The Team

Michael Tillman, JD
Founding Partner, Retired
Michael practiced estate planning and tax law for many years before co-founding Tillman Hartley in 1998 to manage assets in his clients’ trusts, partnerships, and foundations. Michael officially retired in March 2024 but continues to serve as senior counsel to the firm.
Michael has a bachelor’s degree from Harvard University, and a Juris Doctor from the University of Florida.
Michael is a co-founder and past President of the North Central Florida Community Foundation, co-author of Generations - Planning Your Legacy, and holds the Series 65 license (Investment Advisor Representative).
Michael enjoys time with his family, boating, T'ai Chi Chuan, and Hawaiian Swimming®.

Kevin Schwall, CFA
Partner
Kevin has been with Tillman Hartley since 2007 and serves as the firm’s Chief Executive Officer and relationship lead on Family Board of Directors cases. As CFA® Charterholder, he brings technical expertise and intellectual curiosity to all aspects of the firm's investment activities. Kevin enjoys helping clients gain a comfortable understanding of their often-complex financial lives.
Kevin holds a Bachelor of Science degree in Engineering from Duke University, the Chartered Financial Analyst (CFA®) designation, and maintains the Series 65 license (Investment Advisor Representative). Prior to joining Tillman Hartley, Kevin was a Professional Engineer and served as an officer in the United States Army. Kevin serves on the executive board of the Cherry Hills Land Preserve, an organization dedicated to preserving natural landscapes in his community. He enjoys hiking and skiing in the mountains of Colorado and travelling off the beaten path with his wife and two children.

Mike Lambert
Partner

Gary Lutes, CFA
Partner
Gary joined Tillman Hartley in 2004 to help further development of the company's estate planning software, and earned the CFA® designation in 2012. His analytical abilities and exceptional eye for detail have made him invaluable in the areas of portfolio design, analysis, and client service. Gary is integral to the firm’s customized reporting and financial modeling and excels at creating tools to help visualize and facilitate decisions around our clients’ finances.
Outside of the office, Gary enjoys spending time exploring the mountains around Asheville, NC with his wife and son, and wrangling various farm animals on their small homestead. Gary holds a B.S. in Computer Engineering from the University of South Florida, the CFA Institute’s Chartered Financial Analyst (CFA®) designation and maintains the Series 65 license (Investment Advisor Representative).
