Meet Our Team

As the Founder and President of The Timmermann Group, a wealth advisory practice, I’ve been involved in wealth accumulation, wealth distribution and wealth conservation planning since 1981. I absolutely love my job every day as I help clients build, secure, enjoy, transfer and successfully distribute family wealth just by using simple tried-and-true to advanced tax and estate planning techniques. For 42 plus years, I’ve built a 200-mile regional practice branching out into multiple states, serving many affluent people all over the United States.

At The Timmermann Group, we’ve developed the remarkable ability to simplify complex financial concepts for our clients. It’s why we get so many referrals from clients. My team and I use a personal integrated results driven process designed to crystallize goals and objectives. This helps bring clarity to what’s important about money for themselves, their family and their business. I often say, we help our clients “drive the bus and get the planning job done”. Someone must be on your team, work only for you and make sure the job gets done. Otherwise, you’ll be like one of the many people we meet every day, people who started and stopped the planning process three or four different times and still have an inefficient plan they don’t understand.

To keep the planning process moving along, we find that someone always must effectively address personal and sensitive issues. We break down the big issues, or rocks as we say, that stifle the planning process. This is where we focus first. We discover objectives, build confidence and reduce anxiety. This allows our clients to feel completely at ease as they move through the complicated and often confusing wealth advisory process from beginning to end.

If you’re looking for a family wealth counseling firm that is nationally known for its cutting-edge, creativity and high-level technical expertise, your search may be over. No matter how much wealth planning you have already done, the odds are still very good there is considerably more planning yet to be done.

Jerry and his wife, Terri, enjoy traveling and attending charitable functions in St. Louis.

Pam@thetimmermanngroup.com

Pam has been with The Timmermann Group since 2014. She graduated from Hickey College in 2000 with her secretarial certificate and from Lindenwood University with her Bachelor of Science in Business Administration in 2019. Prior to joining The Timmermann Group, Pam worked as a legal assistant for a national law firm. She is a Registered Service Assistant for The Timmermann Group as well as the practice manager managing the day-to-day operations.

Pam lives in Breese with her husband and son as well as her daughter when she is home from college. In her free time, she likes to travel. She also likes to volunteer with her son’s school and other community efforts.

Logan@thetimmermanngroup.com

Logan has been with The Timmermann Group since 2019. He graduated Cum Laude from Southern Illinois University Carbondale in 2013 with a Bachelor of Science in Finance. Prior to joining our team, Logan worked in logistics for a large corporation. He is a Registered Service Assistant for The Timmermann Group as well as one of the client service managers handling client preparation.

Logan lives in Breese with his wife and their three daughters. In his free time, Logan likes to golf.

Travis@thetimmermanngroup.com

Travis has been with The Timmermann Group since 2020. Travis worked as an assistant regional manager and director of custodial services at a local university prior to joining The Timmermann Group. He is a Licensed Service Assistant for The Timmermann Group as well as a client service manager handling implementation of new accounts and service for clients.

Travis lives in Carlyle, IL, with his wife, daughter, and son. He enjoys hunting and playing softball in his free time.

Breann@thetimmermanngroup.com

Breann joined The Timmermann Group in 2024. Breann worked as a Sales Representative in the automobile industry prior to joining The Timmermann Group. Breann handles our client relationships and scheduling. 

Breann lives in Carlyle, IL with her husband. She enjoys spending time with her family and supporting her nieces and nephews in their activities. She also likes to volunteer at animal shelters in her free time.