Meet The Team

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Timothy Wojtalik

CFP®, MBA

Vice President, Wealth Advisor

About Timothy

Tim is a Wealth Advisor who partners closely with clients to shape wealth planning and cash flow strategies around what matters most to them. He focuses his practice on people, emboldening their relationships around money. Thriving on the uniqueness of individuals, Tim works to help create a clear path for them to identify and achieve both their personal and financial goals. It’s within this framework that he finds satisfaction by being both a partner and resource throughout that journey.

Tim spent almost two decades at BSW Wealth Partners, most recently as a Managing Partner and Senior Advisor, before the firm became part of Sequoia in 2026. He holds his CERTIFIED FINANCIAL PLANNER® (CFP®) certification and is expanding his credentials to include Financial Therapy. He earned an MBA in financial planning and services from the University of Denver and a Bachelor of Arts in organizational psychology and English from the University of Michigan.

Tim lives in Louisville, Colorado, with his wife, two children, and two English Labs, Routt and Zeus. He regularly competes in endurance events, such as Ironman triathlons, and enjoys trying to keep up with his competitive Big Mountain skiing and snowboarding children.

CFP Board owns the marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. 

Accreditation & Education

  • CERTIFIED FINANCIAL PLANNER® (CFP®) 
  • Master of Business Administration, financial planning and services, University of Denver 
  • Bachelor of Arts, organizational psychology and English, University of Michigan 

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Timothy Wojtalik

CFP®, MBA

Vice President, Wealth Advisor