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Timothy J. Engelbert

Director, Texas Financial Partners

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"My grandmother used to tell me, to have a friend you have to be a friend first, and I have used her advice to define my role with owners of privately held businesses and their families. They have worked through the risks of founding their companies and look to us to resolve future risks and preserve the value of their success."

Experience

  • Entered the life insurance industry after graduating from the University of Nebraska.
  • Moved to Fort Worth and built a practice in the Fort Worth office of Connecticut Mutual Life Insurance Company.
  • Joined The Dike Company in 1988 to specialize in estate planning, business insurance, and employee benefit plans.
  • Served on several committees of PartnersFinancial, a national marketing organization composed of over 200 insurance firms of which The Dike Company is a founding member.

Education

  • Graduated from the University of Nebraska with a degree in business administration.

Accreditation

  • Life Underwriter Training Council Fellow from NAIFA

Professional Leadership

  • Member of the Fort Worth Association of Insurance and Financial Advisors
  • Past Board Member of the Society of Financial Service Professionals
  • Member of the Association of Advanced Life Underwriters

Community Leadership

  • Former Board Member of The Knights of Columbus
  • Former Board Member of The Serra Club of Fort Worth
  • Currently serves on various committees at The Fort Worth Club.
  • Founding board member of IOG, a Non Profit Corporation that raises money to help Texas individuals and families

Avocation

  • Tim and Julie have three children, Colin, Kyle and Cami.

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*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Texas Financial Partners is not affiliated with Kestra IS, Kestra AS, and NFPISI.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).

© COPYRIGHT TEXAS FINANCIAL PARTNERS 2015