Kevin Schwall is Managing Partner of Tillman Hartley, where he helps families understand, organize, and steward complex wealth with confidence.

A CFA® Charterholder with a Duke engineering background and prior service as a U.S. Army officer, Kevin has brought analytical rigor, disciplined judgment, and calm clarity to the firm since 2007. Outside the office, he enjoys hiking, skiing, and off-the-beaten-path travel with his wife and two children.

Mr. Lambert began with Tillman Hartley in 1998 as a programmer and network administrator and now serves as the firm’s Chief Financial Officer. His efforts at Tillman Hartley include creation of income and estate tax models, contributions on investment portfolio policy creation and account management, and serving as primary interface with asset custodians. Mike also directs in-house software development and served as project manager for Tillman Hartley’s proprietary Wealth Strategies Design System software. Mike manages systems integration, hardware and software operations for Tillman Hartley and has 30 years’ experience in both information technology and financial technology.

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).

Ben Cannon is a Financial Advisor and Chief Compliance Officer at Tillman Hartley, where he helps families organize, understand, and steward their wealth with clarity and discipline.

Since joining the firm in 2014, Ben has combined a passion for wealth management with a broad academic background in economics, microbiology, and systems engineering. He holds degrees from the University of Georgia and Boston University, and brings a thoughtful, evidence-based perspective to client planning, investment decisions, and building resilient portfolios. Outside the office, Ben enjoys gardening, fermentation, biking, hiking, swimming, and staying active with his wife, children, and dog.

Liz joined Tillman Hartley in 2024 as a Client Service Associate, bringing a strong attention to detail and a client-first mindset from her experience in luxury real estate and at a large wealth management firm.

She earned a marketing degree from the University of Colorado Boulder and holds Series 7 (General Securities) and Series 63 (Uniform Securities State Law) licenses. Outside of work, she enjoys the beach, a good book, and spending quality time with her family and beloved animals.

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®.