The success of any organization is predicated upon the quality of individuals with similar interests that work toward the same goal. The culture of TPL is to attract and retain top-talent; people who are committed to faith in Jesus Christ and to excellence in the workplace. Our team is employed by Timothy Partners, Ltd.—the distributor of Timothy Plan funds.
Art is Founder and Chairman Emeritus of Timothy Plan. For over 40 years he has combined his faith and finance vocation, serving as an author, speaker, businessman, and advocate for Biblical Investing. Licenses held: Series 4, 5, 7, 12, 15, 24, 53 & 63
Brian Mumbert serves as Chief Operating Officer, overseeing day-to-day operational functions and sales. Licenses held: Series 7, 6, 24 & 63.
As Chief Experience Officer (CXO), Cheryl provides leadership across Timothy Plan's brand, communications, and organizational experience. A founder-era executive, she has helped shape and steward the firm's mission, values, and standards since its inception.
Greg serves as Chief Financial Officer, overseeing financial operations, reporting, and commission reconciliation. He holds a B.S. in Applied Management from Grand Canyon University and an MBA in Accounting. Licenses held: Series 7, 63 & 24.
Jessica serves as Chief Compliance Officer, leading the firm's regulatory strategy and enforcing compliance standards across operations. She holds a B.S. in Arts Administration from Wagner College. Licenses held: Series 7 & 24.
Shannon Mumbert is the Senior Executive Assistant. 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.
Taylor serves as Executive Assistant, supporting executive scheduling, workflow tracking, marketing project coordination, website updates, and event planning.
Colby services advisors as a Regional Vice President for the North-West US region. Licenses held: Series 7 & 63.
Jonathan services advisors as a Regional Vice President for the North Eastern US region. Licenses held: Series 7 & 66.
Austin services advisors as a Regional Vice President for the Central US region. Licenses held: Series 7 & 63.
Christopher services advisors as a Regional Vice President for the South-West US region. Licenses held: Series 7 & 63.
Melissa Rhodes is a Sales Intelligence Coordinator assisting the regional sales team.
Victoria Pearce is a Customer Care Consultant; who prioritizes helping investors to align their investments with their values. She has experience in the insurance business and is now focusing on the investment industry. 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 marketing department at TPL.
Cara joined Timothy Partners, Ltd in 2017. As Brand & Media Strategist, Cara creates social media content, marketing materials, video editing and motion graphics as well as assisting on Podcast production.
Annie, under Executive staff guidance, oversees the firm’s operational infrastructure and supports compliance processes, ensuring workflows are developed, implemented, and maintained to promote efficiency, regulatory adherence, and consistency.
Jennifer supports accounting and office operations by helping manage bookkeeping, payroll coordination, insurance administration, HR onboarding, and day-to-day administrative processes.
Isaias joined Timothy Partners, Ltd in 2025 as a Data & Reporting Analyst. In this role, he drives data management initiatives, delivers reporting to support the sales team, and provides analytical and operational support to the operations team.
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.
Nick supports the firm’s technology and security infrastructure, helping maintain systems and safeguards that align with SEC and FINRA requirements.
Cliff supports the firm’s website by managing updates, resolving technical issues, and maintaining overall site functionality behind the scenes.
Kendra Ally is responsible for financial data management for Timothy Partners.
Delories Parks serves as the first point of contact, managing incoming calls and delivering friendly, professional service.
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. Memorial
A note from Timothy Plan: Bonnie Ally, wife of Art Ally, and Co-Founder of Timothy Plan passed away on March 12, 2023. She lived a life of love and honored the Lord in all she did. Memorial