About Us
About Us
Tim Adams, CPA
Founder and President
As a sports fanatic, math geek, CPA, and financial advisor, Tim has been working in the financial industry since 2003.
Tim has been happily married to Kristy for over 30 years in a marriage that thrives in spite of Tim’s decibel-shattering screams as he cheers on his beloved Dayton Flyers, Cincinnati Bengals, and Kentucky Wildcats.
Tim is a proud dad to two amazing adult daughters who somehow survived being coached by their father as young girls.
The "320" in 320 Financial Group is in reference to Ephesians 3:20 which says...
"God is able to do far more than we could ever ask for or imagine. He does everything by His power that is working in us."
Tim Adams, CPA
Founder and President
As a sports fanatic, math geek, CPA, and financial advisor, Tim has been working in the financial industry since 2003.
Tim has been happily married to Kristy for over 30 years in a marriage that thrives in spite of Tim’s decibel-shattering screams as he cheers on his beloved Dayton Flyers, Cincinnati Bengals, and Kentucky Wildcats.
Tim is a proud dad to two amazing adult daughters who somehow survived being coached by their father as young girls.
The "320" in 320 Financial Group is in reference to Ephesians 3:20 which says...
"God is able to do far more than we could ever ask for or imagine. He does everything by His power that is working in us."
Meet the Team
Tim Dern
Senior Financial Advisor
Tim graduated from Indiana University and started as a high school teacher. Tim has been married to his wife Helen for 38 years. They have three children Bryan, Natalie, and Kyle. Together they have eight grandchildren from the age of 3 months to 9 years old, Family is a blessing and a special joy.
Tim has owned several businesses. Tim held a corporate executive position as the Chief Marketing Officer for a 700 hundred million dollar international company prior to becoming a financial advisor. So he can relate to both the self employed entrepreneur and the corporate person. Tim has a true passion for helping people.
Rob Sousa
Marketing Director
In addition to serving in the Army from 1993-1999, Rob has spent the last 20 years as an entrepreneur starting and growing businesses. Despite working with hundreds of business owners, Rob has learned that no matter how good of a product or service you may have, it will never be profitable if you don't partner with the right people.
As a U.S. Army veteran, philanthropist, and business consultant, Rob is passionate about helping 320 Financial Group with our commitment to growing this business through the philosophy of servant leadership.
Meet the Team
Tim Dern, RICP®
Senior Financial Advisor
Tim graduated from Indiana University and started as a high school teacher. Tim has been married to his wife Helen for 38 years. They have three children Bryan, Natalie, and Kyle. Together they have eight grandchildren from the age of 3 months to 9 years old, Family is a blessing and a special joy.
Tim has owned several businesses. Tim held a corporate executive position as the Chief Marketing Officer for a 700 hundred million dollar international company prior to becoming a financial advisor. So he can relate to both the self employed entrepreneur and the corporate person. Tim has a true passion for helping people.
Rob Sousa
Marketing Director
In addition to serving in the Army from 1993-1999, Rob has spent the last 20 years as an entrepreneur starting and growing businesses. Despite working with hundreds of business owners, Rob has learned that no matter how good of a product or service you may have, it will never be profitable if you don't partner with the right people.
As a U.S. Army veteran, philanthropist, and business consultant, Rob is passionate about helping 320 Financial Group with our commitment to growing this business through the philosophy of servant leadership.
If you want clarity & confidence over confusion & concern ... we should talk.
tim@320fg.com
(888) 320-3499
120 W 2nd St, Suite 615 | Dayton, OH 45402
© 2024 - All Rights Reserved
Investment advisory services are offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch and 320 Financial Group are independent from one another. Please note that registration with the SEC does not denote a specific skill level or guarantee the success of an investment strategy.
tim@320fg.com
(937) 756-3865
120 W 2nd St, Suite 615 | Dayton, OH 45402
Investment advisory services are offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch and 320 Financial Group are independent from one another. Please note that registration with the SEC does not denote a specific skill level or guarantee the success of an investment strategy.