Tim Kaiser, CPA, MST

Tim’s mission is to help clients achieve their financial and personal goals through a collaborative, strategic approach grounded in genuine connection. Known for his down-to-earth style and thoughtful leadership, he takes time to understand each client’s vision before assembling the right team and resources to help them succeed. Tim strives to make complex financial matters clear and actionable, serving as a trusted partner throughout every stage of planning and decision making.

Beginning his public accounting career in 2009, Tim brings global accounting firm experience along with time spent previously in the investment and banking worlds. He focuses on tax planning and compliance for high- and ultra-high-net-worth individuals and families. Tim’s specialties include individual income tax, trusts and estate planning, wealth transfer strategies and investment partnerships.

• Libby’s Lungs Foundation (Treasurer)
• West Virginia University (Accounting Program Advisory Council)
• Pennsylvania Institute of CPAs
• American Institute of CPAs
• Youth baseball coach

Married with two young boys, Tim lives in the North Hills of Pittsburgh, Pennsylvania. He enjoys playing various sports with his sons, with a particular passion for golf; loves spending time outdoors and is deeply involved in his community.