Senior Financial Advisor
Timothy R. Brown
Timothy Brown is a senior financial advisor at Montis Financial. His responsibilities include financial and retirement planning, investment and tax management, and estate and insurance planning.
With nearly 40 years of experience, Timothy founded 360 Family Office in 1984 to deliver comprehensive financial solutions tailored to business owners and executives. His extensive training in tax, estate, insurance, and investment planning created a true “family office” experience. He merged his business with Montis in 2023 to further enhance client services.
Timothy has earned certifications as a Family Office Advisor from the Pepperdine Graziadio Business School, a Certified Trust and Fiduciary Advisor from the American Bankers Association, and a Retirement Management Analyst from the Investment & Wealth Institute.
Timothy lives in East Boise, ID, with his dogs, Biggie and Camo. He enjoys Airstream travel, fly fishing, and visiting national parks. A Los Angeles native, Timothy spends his free time with his daughter, Jessica, and attending sporting events.
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