HomeTeam MemberTim Rockford

Tim Rockford

Tim joined Boulay in 2024 and was promoted to Financial Planner in 2026. He is passionate about helping people navigate their financial lives through education and guidance, and he values the continual learning that comes with serving clients in an evolving field. Tim supports the wealth management team in many ways, including retirement planning, wealth accumulation, tax strategy, and other aspects of financial planning. Prior to joining Boulay, Tim built much of his early career around client and relationship management, which continues to inform his thoughtful and client-focused approach.

EDUCATION 

  • Bethel University — B.A. Missional Ministries
  • Series 65 Registered

INVOLVEMENT

  • Christ Presbyterian Church—Volunteer Worship Leader (Piano & Drums), Student & College Ministries Volunteer

PERSONAL INTERESTS

  • Playing music, enjoying good food, and spending time playing board games and sports
  • Reading and learning about how and why things work
  • Walking his goldendoodle, Sully

FAVORITE VACATION DESTINATION 

  • Traveling with his wife, especially winter getaways to warm destinations, often cruises. A recent anniversary trip included kayaking in Haiti.

GET IN TOUCH

Contact Tim
"Finance intersects with our lives in a unique way. Incredible joys, heartbreaking losses, and the mundane all have financial implications. I love being able to take the financial complexity out of navigating life so that our clients can spend more time being fully present wherever, and with whoever, they find themselves."

Subscribe to Our Newsletter

LOCATIONS

CONTACT

COMPANY

RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.