Tim Minert brings both investment advisory and technology industry experience to the AdvisorPeak team, having served in the field for over 30 years. As Executive Vice President at Redtail Technology, he was an integral part of Redtail’s fast growth and contribution to the marketplace. His experience includes consulting withmany leading technology platforms and institutions, including Financial Planning, Back Office Processing, Website Marketing, and Workflow and Business Process management systems.
Tim’s articles feature in theArizona Business Journal, Fund Intelligence,and The Wealth Advisor. Tim’s presentations inform and entertain, focusing on the end-user experience with technology. He has been privileged to speak at T3 Technology, Tech Leaders, Recruiting Services, Junior Achievement, Boardroom Development Partners, Cambridge National Conference, and numerous other Broker-Dealer and RIA Conferences focused on the end-user experience with technology.He is a member candidate at National Speakers Association NSA.
Tim’s passion for the plight of the end-user led him to found Advisor Virtual Pro, guiding the technology choices that lead to effective and time saving and revenue production strategies at all levels of an Advisory Practice. With skillful use of technology, Tim finds time to maintain a partnership in an investment advisory firm in Arizona, where he is a Registered Principal. Tim is still involved in agriculture through his family ranch and earned a degree in economics and agriculture from the University of Nebraska. Tim resides in Scottsdale, AZ, with his wife Kim and their grown children, Andrea and her husband Anthony, Alexa, and Alex.