Tim Volk hails from an entrepreneurial family and is a unique professional with an exceptional network, great inter-personal skills, and a deep appreciation of wealth issues. He is an experienced business executive and seasoned board member with a strong financial background with deep expertise in wealth management, real estate, mortgage banking and insurance.
He is the Founder and Principal of T.Volk & Company, a boutique advisory firm that specializes in assisting closely-held businesses, family offices (single and multi-family) and family-controlled enterprises.
Following his family’s legacy, he also is Founder and President of Teton Tack & Feed, a privately-held, award winning real estate development company focused on residential real estate.
Most recently as CEO of Axiom Insurance Solutions, he helped to establish and lead a new independent life insurance agency to provide clients with best in class insurance products and programs. This was combined with his role as Senior Managing Director at Axiom Financial Strategies Group, where he helped the group establish their new Registered Independent Advisory practice after leaving Wells Fargo. The new practice dramatically expanded their client services offering enhanced financial planning tools, improved client experience, new branding and communications and created a tailored consulting platform designed for the more complex families and their family enterprises. All designed to assist client families and their enterprises to successfully navigate the challenges in protecting their wealth and legacy while guiding their heirs into the future.
Mr. Volk has also been Director of Business Development at BMO Harris myCFO, where he was instrumental in strategically expanding the firm and growing assets under advisement. His innovative approach encompassed everything from product development to client engagement, leading to being honored with the firm’s highest achievement awards.
Prior to that, Mr. Volk was at PNC Bank, where as Sales Vice President, he led the growth of 10 new mortgage banking offices across the Rocky Mountain Region which received the company’s highest achievement award for growth and outstanding customer service.
Mr. Volk began his career at Wallick and Volk, a family business, quickly gaining experience in a broad array of financial services including insurance, mortgage banking and real estate while holding key roles in various divisions.
Mr. Volk has also held key leadership positions over the past 25 years with several not-for-profit boards focused in community service, education, health and well-being. This includes the Collaboration for Families Flourishing as a board member; the Abzyme Research Foundation (NYC); the National Symphony Orchestra at the Kennedy Center; Children’s Hospital at University of Illinois; Aspen Center for Integral Health; Colorado Mortgage Lenders Association; and the United Way of Laramie County, Wyoming, as Campaign Chairman and as a member of the Executive Committee.
Mr. Volk holds a CFP designation. He earned a Master’s degree in Business Administration from Lesley University in Cambridge, Massachusetts, and a Bachelor’s degree in Finance from Oregon State University. He and his husband reside in Chicago.