Jerome A. Timmermann, RICP^®

President

As the Founder and President of The Timmermann Group, a wealth advisory firm, 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.

Andy Branz

Hi, I am Andy Branz.  I am a lifelong student with a passion for sharing what I have learned.

Finding My "Why"

"My Why is to never stop learning, and then share what I have learned as ideas that others can put into action."

Our philosophy is explaining the "Why" in all we do.  It’s the reason we exist in this world and why we do what we do.  Our "Why" is to constantly learn and analyze so we can share with others in a way that can be applied.

Our Expertise

Life gets busy and people don’t have the energy or time to take ideas and put them into action.  They would rather have someone who’s able to help them.  To fill that void, we have the resources and experience to get the job done for our clients.

My Personal Background

I was born in Southern Missouri and raised in Southern Illinois, 45 minutes from St. Louis.  I live in O'Fallon, IL, with my wife, three daughters, and son.

In my free time I’m a Volunteer Reader with Ready Readers.  I have the privilege of reading books at Head Start programs in lower income neighborhoods in St. Louis.  While I have always had a passion for power-lifting, I recently fell in love with long distance running and have started training for my first marathon.