Kevin has been with Tillman Hartley since 2007 and serves as the firm’s Chief Executive Officer. As a 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. He enjoys hiking and skiing in the mountains of Colorado and traveling off the beaten path 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 joined Tillman Hartley in 2014 as a Financial Manager. Prior to joining, he had over a decade of experience investing. 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. His unique background and passion for wealth management make Ben a valuable addition to our Team. Ben maintains the Series 65 license (Investment Advisor Representative). Ben’s interests include behavioral finance, backyard horticulture, fermentation, biking, and hiking with his wife, son, daughter, and dog.

Liz joined Tillman Hartley in 2024 as a Client Service Associate. She brings an eye for detail and a passion for customer service and refining the client experience she developed while working in luxury real estate and at a large wealth management firm.

Liz is a University of Colorado Boulder graduate with a degree in Marketing. She holds licenses in life, health, and long-term care insurance, as well as Series 7 (General Securities) and 63 (Uniform Securities State Law) investment licenses. Liz resides in a Denver suburb with her fiancé, and enjoys Colorado's 300 days of sunshine, traveling to warm beach destinations, 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®.