About Us
About Us
Meet Tim
I started Aja Financial because I wanted to build the kind of advisory firm I would want my own family to work with: independent, direct, transparent, and focused on doing what is right for the client.
Financial planning should not feel like a black box. You should know what you own, why you own it, what it costs, and how it fits into the larger plan for your family.
SmartVestor Network
From the beginning Aja Financial LLC has been affiliated with the Dave Ramsey SmartVestor network specializing in investment management and partnering with clients in planning and working hard to achieve their financial goals.
a Snapshot of Smartvestor Standards
To join the SmartVestor program, an advisor must:
Treat you like a teammate
They teach and guide but don't intimidate. They know it's your money and keep you in charge.
know your values
They understand Dave Ramsey's 7 Baby Steps and agree to the SmartVestor Code of Conduct.
be experienced
They have at least two years of full-time experience as a registered investing professional.
be coachable
They participate in ongoing coaching to help them maintain high standards of customer service.
My Background
I began in the financial services industry in 2001 as an intern for an independent financial advisory firm in Maryland. I enjoyed the work, but realized I had a calling that needed to be answered before I could settle into financial services, so I joined the U.S. Navy becoming an aviator and qualified in multiple naval aircraft eventually qualifying as SH-60B “Seahawk” helicopter aircraft commander. In the fall of 2008, my wife and I moved to Alabama to teach Naval ROTC at Auburn University.
Throughout my Navy career I deployed multiple times: twice onboard navy cruisers with my squadron HSL-46(2006, 2008), once with special operations to Afghanistan(2012), and finally to Djibouti, Africa(2017). In 2014 I left active duty for the Navy Reserves and
joined PricewaterhouseCoopers(PwC) as a consultant in their Financial Services- Advisory practice. I enjoyed PwC and gained valuable knowledge of the financial
industry but again felt a calling, this time to serve families, friends, veterans, and others.
In 2018 I became Securities and Life Insurance licensed working initially with another local firm and then opening Aja Financial LLC in 2020. My wife and I currently reside in Opelika with our daughter, in addition, I continue my service as a Captain in the Navy Reserves.
What We Do
Our Services
At Aja Financial, my drive is my clients’ success. Clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning my guidance, investing principles and planning with equal passion the goal is to go beyond being an investment adviser to becoming a dedicated partner.
Financial
Planning
A clear roadmap for your money biult around your family, your goals, and your stage of life.
Retirement
Investing
Long-term portfolio management designed around discipline, diversification, & avoiding emotional decisions.
Life
Insurance
Straightforward protection for the people who depend on you.
Market
Volatility
Helping clients stay disciplined when markets are uncomfrotable & headlines get loud.
College
Funding
Planning for education costs without losing sight of retirement &the rest of your financial life.
