Timothy Mckee, Cpa/Pfs, Cgcm Email and Phone Number
I am a flat fee financial planner offering fee-only financial advice in Ohio and across the country. Also, I am the boss of my own practice. I don't report to anyone, and nobody besides me has control over the decisions I make for you. This allows me to be unbiased. I make decisions that are truly in your best interest, not to sell a product for the sake of satisfying my boss's quota.I work with both individuals who seek clarity in their personal financial plans and small businesses seeking guidance on setting up their LLC, S-Corp, C-Corp, as well as setting up employee benefits plans for their teams. As a CPA, I bring an emphasis on tax efficiency to financial planning. I consider the tax impact of planning strategies to be critical to properly serving individual clients and small businesses.As a Personal Financial Specialist (PFS), a credential is granted exclusively to CPAs, I am an experienced tax professional with a comprehensive knowledge of financial planning. All areas of personal financial planning — estate, retirement, investments and insurance — have tax implications. A CPA/PFS has the experience, ethics and financial knowledge to get the job done right.From my years in the bank, particularly leading compensation and benefits, I have a strong understanding of employee compensation programs, including executive compensation. Before establishing my own financial planning practice, I worked for S&T Bank in Indiana, Pennsylvania for 29 years. One of my responsibilities was helping the bank’s employees to structure their benefits packages to meet their personal and family financial goals.In this realm, I developed a deep knowledge of how to advise employees to manage their savings by utilizing defined benefit plans, defined contribution plans, company 401(k) match, restricted stock awards and units, non-qualified deferred compensation arrangements and health savings accounts. I also directed the bank's financial wellness program and offered in person and virtual classes on retirement planning, budgeting, and other relevant areas of personal finance.Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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Personal Financial SpecialistTimothy P.Mckee, Cpa/PfsCleveland, Oh, Us -
Personal Financial SpecialistStratos Wealth Partners Mar 2023 - PresentCleveland, Ohio, United StatesI am a flat fee financial planner offering fiduciary, fee-only financial advice in Ohio and across the country.Before establishing my own financial planning practice, I worked for S&T Bank in Indiana, Pennsylvania for 29 years. One of my responsibilities was helping the bank’s employees to structure their benefits packages to meet their personal and family financial goals.As a CPA, I bring an emphasis on tax efficiency to financial planning. I consider the tax impact of planning strategies to be critical to properly serving individual clients and small businesses.As a Personal Financial Specialist (PFS), a credential is granted exclusively to CPAs, I am an experienced tax professional with a comprehensive knowledge of financial planning. All areas of personal financial planning — estate, retirement, investments and insurance — have tax implications. A CPA/PFS has the experience, ethics and financial knowledge to get the job done right.From my years in the bank, particularly leading compensation and benefits, I have a strong understanding of employee compensation programs, including executive compensation. -
Personal Financial SpecialistSmooth 401K Mar 2023 - PresentStrongsville, Ohio, United States -
Certified Public AccountantTimothy P. Mckee, Cpa Jan 1984 - PresentIndiana, PaAdvise and prepare income tax returns for individuals and small businesses. Also as a credentialed Personal Financial Specialist, provide personal financial planning services to individuals and families.
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Financial Services ConsultantTimothy P. Mckee, Cpa Dec 2022 - PresentProvide consulting services for compensation and benefits, shareholder relations, corporate governance, bank-owned life insurance, and low income and historic tax credit projects.
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Assistant Corporate SecretaryS&T Bancorp Inc Jun 2021 - Nov 2022Indiana, Pa -
Senior Vice President And Senior Financial OfficerS&T Bank Jan 2013 - Nov 2022Indiana, PaReport directly to the CFO with responsibility for S&T Bancorp's investor relations, compensation and benefits, administration of the company's pension and welfare benefit plans, financial reporting to the SEC, and managing various financial areas.INVESTOR RELATIONS. Develop and execute the comprehensive investor relations plan and budget. Coordinate the preparation, printing and filing of the annual proxy statement. COMPENSATION AND BENEFIT PLAN ADMINISTRATION. Coordinate compensation plans for the Bank, including stock and cash incentive plans, change in control agreements for executives, and compensation activities in payroll. Prepare the Compensation Discussion and Analysis (CD&A) for the proxy statement. Administer the qualified defined benefit and contribution plans (401(k) and ESOP), the non-qualified deferred compensation plans, the stock plan and welfare benefit plans. FINANCIAL REPORTING. Prepare regulatory filings for mergers, acquisitions, branch start-ups/closures or joint ventures. Oversight of filing Forms FR Y-10, 13-F, 13-G and Section 13 filings for directors and executive officers.FINANCIAL AREAS. Major duties and accomplishments include:• Manage the bank's historic and low income housing tax credit portfolio. • Manage the Bank's Bank Owned Life Insurance portfolio.• Facilitate ad hoc projects to improve operating efficiencies in various bank functional areas. Examples: working directly with a consultant to re-engineer the loan operations functions; identifying an outsourced solution for the administration of the defined contribution plan; and leading an engagement with a consultant to implement Health Care Reform and cost containment measures in the bank’s self-funded health plan (annual budget of $5 million).• Participate in M&A due diligence teams. Manage the compensation and benefits aspects of mergers, including plan mergers and terminations, and payroll conversions. Coordinate the share redemption process. -
Vice President And Senior Financial OfficerS&T Bank Jan 2000 - Dec 2012Indiana, PaReport directly to the CFO with responsibility for S&T Bancorp's investor relations, compensation and benefits, administration of the company's pension and welfare benefit plans, financial reporting to the SEC, and managing various financial areas.INVESTOR RELATIONS. Develop and execute the comprehensive investor relations plan and budget. Coordinate the preparation, printing and filing of the annual proxy statement. COMPENSATION AND BENEFIT PLAN ADMINISTRATION. Coordinate compensation plans for the Bank, including stock and cash incentive plans, change in control agreements for executives, and compensation activities in payroll. Prepare the Compensation Discussion and Analysis (CD&A) for the proxy statement. Administer the qualified defined benefit and contribution plans (401(k) and ESOP), the non-qualified deferred compensation plans, the stock plan and welfare benefit plans. FINANCIAL REPORTING. Prepare regulatory filings for mergers, acquisitions, branch start-ups/closures or joint ventures. Oversight of filing Forms FR Y-10, 13-F, 13-G and Section 13 filings for directors and executive officers.FINANCIAL AREAS. Major duties and accomplishments include:• Manage the bank's historic and low income housing tax credit portfolio. • Manage the Bank's Bank Owned Life Insurance portfolio.• Facilitate ad hoc projects to improve operating efficiencies in various bank functional areas. Examples: working directly with a consultant to re-engineer the loan operations functions; identifying an outsourced solution for the administration of the defined contribution plan; and leading an engagement with a consultant to implement Health Care Reform and cost containment measures in the bank’s self-funded health plan (annual budget of $5 million).• Participate in M&A due diligence teams. Manage the compensation and benefits aspects of mergers, including plan mergers and terminations, and payroll conversions. Coordinate the share redemption process.
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Treasurer And Board MemberStewart Capital Advisors, Llc Nov 2006 - Nov 2022Indiana, PennsylvaniaStewart Capital Advisors, LLC is a national registered investment advisor based in Indiana, PA. Mr. McKee serves as the firm's treasurer and as a member on the firm's board of directors. Previously, he served as the firm's secretary and chief compliance officer.
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Secretary And TreasurerStewart Capital Mutual Funds 2006 - Nov 2016Indiana, PaStewart Capital Mutual Funds, an open-end, diversified investment management company (commonly called a mutual fund), was organized in Delaware on September 22, 2006 and registered with the Securities and Exchange Commission. The investment adviser is Stewart Capital Advisors, LLC. Currently, Stewart Capital Mid Cap Fund is the sole series offered.Mr. McKee participated in the formation of the fund, and currently serves as its secretary and treasurer (principal accounting officer).
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Vice President And Senior Audit ManagerS&T Bank 1993 - 1999Assisted in developing the annual audit plan and strategy by identifying and prioritizing areas of relevant business risks to the bank as a whole and to business processes specifically. Employed a COSO-based focus on internal controls. While maintaining the professional standards of independence and objectivity, fostered a partnering approach with management to increase the value of audits. Acted as a problem solver by developing practical, cost-effective solutions to control risks or inefficiencies. Led the department's effort in integrating computer-assisted audit techniques (CAATs), and provided training and consultation to staff members on the use of ACL. Selected, evaluated and coached audit staff. Primary areas of focus: fiduciary services, lending, deposits, cash management services, investments, human resources, employee benefits and information technology.
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Audit SupervisorFirst American Bankshares, Inc. Jun 1989 - Jun 1993Managed concurrent audits. Participated as instructor during in-house training. Interviewed staff candidates. Primary areas of focus were fiduciary services, lending, mortgage banking, operations, regulatory compliance, finance, and data processing.
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Senior AuditorTrustbank Savings, Fsb May 1984 - Jun 1989Performed financial and operational audits of branches, mortgage loan production offices and various departments. Investigated fraud cases and conducted special projects at senior management's request. Coordinated the mortgage loan quality control program in accordance with Fannie Mae requirements.
Timothy Mckee, Cpa/Pfs, Cgcm Education Details
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Accounting -
Accounting
Frequently Asked Questions about Timothy Mckee, Cpa/Pfs, Cgcm
What company does Timothy Mckee, Cpa/Pfs, Cgcm work for?
Timothy Mckee, Cpa/Pfs, Cgcm works for Timothy P.mckee, Cpa/pfs
What is Timothy Mckee, Cpa/Pfs, Cgcm's role at the current company?
Timothy Mckee, Cpa/Pfs, Cgcm's current role is Personal Financial Specialist.
What schools did Timothy Mckee, Cpa/Pfs, Cgcm attend?
Timothy Mckee, Cpa/Pfs, Cgcm attended Grace College & Seminary, Bob Jones University.
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