Art is founder and president of Timothy Plan. Combining his love for God and vocation in finance, he has worked for 40 years investing with Biblical standards. He is an author, speaker, businessman, and advocate. Licenses held: Series 4, 5, 7, 12, 15, 24, 53 & 63
A note from Timothy Plan: Stephen Ally, Chief Operating Officer, passed away Thursday, September 26, 2019. He will be forever remembered by his beloved family and many friends. Learn more.
Cheryl is the Chief Marketing Officer. As such, she manages the brand—including all marketing materials, data analytics, graphics, and quality control. She has been with Timothy Plan since its concept was first realized.
Terry is Chief Compliance Officer. He serves as Timothy Plan’s compliance officer and in-house legal counsel. Licenses held: Series 6, 7, 24 & 63
Bonnie Ally, wife of Art Ally, is the office manager for Timothy Partners. She provides general office management as well as internal accounting services. She is credited with the scripturally-referenced name for Timothy Plan.
Debbie Hart is vice president and director of investor relations. For over 20 years, Debbie has been helping clients and advisors align their finances to match their values. Debbie earned an FSU Certificate in Financial Planning. Licenses held: Series 6 & 63.
David Bryant is an investor relations representative. Prior to his role in investor relations, David served the Northeast region as an internal wholesaler working with financial advisors. Licenses held: Series 6 & 63
In addition to servicing shareholder services, Stephen holds a M.M. in opera from The Boston Conservatory and a B.M. in voice performance from Stetson University. He has performed throughout the U.S. and Europe. Licenses held: Series 6, 63 & 7
David J. Moore is Senior ETF Specialist. Licenses held: Series 65, 63, 7, 22, 6, 53, 24 & CFP®
Brian Mumbert is vice president of advisor relations. Brian supports financial advisors who specialize in the area of biblically responsible investing. Brian oversees the Southern and Western coastline. Licenses held: Series 7, 6, 24 & 63
Zachary Covert is an internal wholesaler for the North-Central US region. Zachary brings a diversity of experience as a former business owner of an internet marketing/lead generation company. Licenses held: Series 7 & 63
Orlando services advisors as an internal wholesaler for the Central US region. He earned his degree in Bible/Theology and Leadership at Johnson University (formerly Florida Christian College). Licenses held: Series 7 & 63.
Melissa Rhodes is an assistant to the internal wholesalers.
Greg helps reconcile commissions to sub-advisors. Previously, underwrote mortgages. He holds both a B.S. in Applied Management from Grand Canyon University & an MBA with a concentration in Accounting. Licenses held: Series 7 & 63
Kim brings more than two decades of experience in marketing for several architectural firms. She brings a unique perspective to the creative department at TPL.
Barbara Catoe is trade coordinator for Timothy Partners. Along with her tracking and reconciling all trades that come through Timothy Plan, Barbara helps give support to the team on general office and administration duties.
Cara joined Timothy Partners, Ltd in 2017. As Social Media Strategist, Cara creates social media content, marketing materials, video editing and motion graphics as well as assisting on Podcast production.
Shannon Mumbert is the executive administrative assistant to Art Ally and Terry Covert. Prior to joining the Timothy Plan, Shannon worked for 17 years at a major financial institution. She brings a wealth of experience to the team.