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
Stephen is chief operating officer and national marketing director. With more than 25 years of experience in the industry, Stephen oversees the day-to-day management of internal operations. Licenses held: Series 7, 24 & 63
Terry is vice president and general counsel. He serves as Timothy Plan’s compliance officer and in-house legal counsel. Licenses held: Series 6, 7, 24 & 63
Cheryl is vice president and the creative director. 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.
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. Over the past decade, Debbie has served in various roles helping clients and advisors align their finances in a way that matches their values. 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
Prior to joining Timothy Plan, Charity worked for eVALUEator - the third-party moral screen company we employ. Charity's friendly disposition and administrative experience make her a real asset to the investor relations department.
Brian Mumbert is vice president and director of advisor relations. Brian has served in screening research and supported financial advisors who specialize in the area of biblically responsible investing. Brian oversees the Southern and Western coastline region. Licenses held: Series 6 & 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
Stephen Mumbert is an internal wholesaler for the East region. Prior to joining Timothy Partners, Stephen worked for eVALUEator, the third-party screening company we utilize. Licenses held: Series 6 & 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 has 10 years of experience working in hospitality for five-star resorts. She joined TPL in 2017, where she is providing administrative assistance. Additionally, she is pursuing a degree in communications.
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.
Barbara brings years of retirement planning experience to Timothy Partners, Ltd.
Robin Bryant is an intern with investor relations. Previously she worked for 10 years as an executive administrative assistant to Art Ally and Terry Covert. Her degrees in business and business law are very beneficial in her day to day activites at TPL.