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Tim Urban, CExP

Tim Urban, CExP

Financial Advisor

Tim has been providing comprehensive financial planning to his clients since 2014 with Hammortree Financial Services. By specializing in family planning and strategies for small business owners,Tim has helped provide support to current HFS clients as well as helping to grow our presence within the community.  Tim is a Certified Exit Planner, which is a designation he worked hard to achieve to best assist his business owner clients who need help with retaining their key employees as well as finding the most optimal path out of their business to transition into retirement or whatever that next stage in their life happens to be. 

Married to his high school sweetheart, Tim and his wife Catherine have two sons, George and Henry. In his free time,Tim enjoys playing and watching just about any sport, camping & hiking, reading, and spending time with his family. He also enjoys to travel and has aspirations of stepping foot on every continent at least once!



Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian CA insurance Lic. # 0M11822, FL insurance Lic # W268684