About

Why Choose Us

Independent, Fee-Only

As an independent firm, we answer only to you, not to a big bank with products to sell. As a fee-only firm, we are only paid by our clients, so our loyalty is where it should be—to you.

Clients First

As your fiduciary, we are required to always act with your best interest in mind. That means only recommending investments that are the best fit for you. Fiduciaries have a bond of trust with clients and must avoid conflicts of interest.

Our Clients

Our clients are successful technology and financial sector entrepreneurs, professionals, CEOs and board members, happy retirees, and more. While their backgrounds differ widely, they tend to share the following qualities:
  • Commitment to a long-term relationship
  • Willingness to participate in the financial planning process
  • Desire to delegate due to the lack of time, expertise, or interest
  • Appreciation of the value in holistic wealth management
  • Investable assets of $1M or more

Meet The Team

Over the past 23 years Michael Tillman has assembled a small group of talented professionals who serve as the backbone for each of our client relationships. Listening, performing exceptional financial analysis, and proactively seeking creative solutions are just some of the core skills each of our team members share. Our professionals have many years’ experience in the financial and legal aspects of trust and estate portfolio management. Our balance of academic and industry credentials (from JD to CFA, from engineers to economics majors) separates us from many financial planning / investment advisory firms.

Michael Tillman, JD

Founding Partner

Michael is a principal and co-founder of Tillman Hartley. He 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 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

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 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).

Ben Cannon

Financial Manager

Ben joined Tillman Hartley in 2014 as a Financial Manager. Prior to joining, he had over a decade of experience investing. His unique background and passion for wealth management give him a strong foundation from which to analyze investment decisions. Mr. Cannon holds a Bachelor of Business Administration in Economics and a Bachelor of Science in Microbiology from the University of Georgia and a Masters of Engineering in Systems Engineering from Boston University. Ben maintains the Series 65 license (Investment Advisor Representative). Ben’s interests include behavioral finance, backyard horticulture, brewing cider, and hiking with his wife, son, and dog.

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