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
Cheryl is the Chief Marketing and Design 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
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.
David Bryant is a Customer Care Executive. 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
Debbie Hart is a Customer Care Consultant. 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.
In addition to servicing shareholder services and financial advisors, 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 and Regional Sales Executive. 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
Orlando services advisors as a Regional Sales Director 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.
Nathan services advisors as a Regional Sales Director for the North-East US region. Licenses held: Series 7 & 63.
Melissa Rhodes is a Sales Data Coordinator assistanting the Regional Sales team.
Joe Ferraro is a Sales Support Coordinator assistanting the Regional Sales team in scheduling trips and meetings.
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.
Cara joined Timothy Partners, Ltd in 2017. As Multimedia Content Creator, Cara creates social media content, marketing materials, video editing and motion graphics as well as assisting on Podcast production.
Greg helps reconcile commissions to sub-advisors as Financial Reporting Analyst. 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
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.
Kendra Ally is responsible for financial data management for Timothy Partners.
Delories Parks manages calls by providing a friendly customer 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. Learn more.
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