Over the past 22 years Michael Tillman has assembled a small, diverse, and talented group of professionals who serve as the backbone for each of our client relationships. Listening, performing exceptional financial analysis, and proactively seeking creative solutions are just some of the core skills each of our team members share. Our professionals have many years’ experience in the financial and legal aspects of trust and estate portfolio management. Our balance of academic and industry credentials (from JD to CFA, from engineers to Economics majors) separates us from many financial planning / investment advisory firms.
- Michael Tillman, JD
- Founding Partner
Michael practiced estate planning and tax law in Florida for over twenty years before founding Tillman Hartley LLC in 1998. He has studied with economics professors Eugene Fama of the University of Chicago and Ken French, now at Dartmouth Tuck School of Business, scholars whose academic research in financial economics influenced his investment management style. Mr. Tillman is a co-founder and past President of the Gainesville (FL) Community Foundation, co-author of Generations - Planning Your Legacy, former contributing reviewer of Conspectus Current, and holds the Series 65 license (Investment Advisor Representative). He has two daughters, Leah and Claire. His interests include T'ai Chi Chuan, Hawaiian Swimming® and triathlons. Mr. Tillman holds a bachelor’s degree from Harvard University, and a Juris Doctor from the University of Florida.
- Kevin Schwall, CFA
- Kevin joined Tillman Hartley in 2007 as an Investment Manager. He brings additional technical expertise to all aspects of the firm's investment activities including asset allocation, manager selection and monitoring, and portfolio construction methodology. Prior to joining Tillman Hartley, Mr. Schwall was a project engineer and director of marketing and commercial sales for a defense contractor. From 1996 to 2000 he served as an officer in the United States Army, leaving the service as a Captain. Kevin enjoys hiking, skiing, and travelling with his wife and two children. Mr. Schwall holds a Bachelor of Science degree in Engineering from Duke University, the CFA Institute's Chartered Financial Analyst (CFA) designation and maintains the Series 65 license (Investment Advisor Representative).
- Mike Lambert
- Mike began his career at Tillman Hartley in 1994 as a programmer and network administrator. While at the firm he has designed income and estate tax models, worked on investment portfolio policy creation and account management, and managed in-house software development. He served as project manager for Tillman Hartley’s proprietary Wealth Strategies Design System software. Mike also manages systems integration and hardware and software operations for Tillman Hartley and has 25 years’ experience in both information technology and financial technology. From 1984 to 1991 he was a computer programmer and computer systems analyst for the University of Florida’s Department of Student Financial Affairs. Mr. Lambert’s interests include Scrabble and disassembling antique Macintosh computers.
- Gary Lutes, CFA
- Gary joined Tillman Hartley in 2004 to help further development of the company's estate planning software. His analytical abilities and exceptional eye for detail have made him invaluable in the areas of portfolio design, analysis, and client service. Previously Gary provided customized technical support and customer services for a global business-to-business software services provider. Gary enjoys hiking with his wife and son. Gary holds a B.S. in Computer Engineering from the University of South Florida, the CFA Institute’s Chartered Financial Analyst (CFA) designation and maintains the Series 65 license (Investment Advisor Representative).
- Ben Cannon
- Financial Manager
- Ben joined Tillman Hartley in 2014 as a Financial Manager. Prior to joining, he had over a decade of experience investing. His unique background and passion for wealth management give him a strong foundation from which to analyze investment decisions. Mr. Cannon holds a Bachelor of Business Administration in Economics and a Bachelor of Science in Microbiology from the University of Georgia and a Masters of Engineering in Systems Engineering from Boston University. Ben maintains the Series 65 license (Investment Advisor Representative). Ben’s interests include gardening, brewing beer, and hiking with his wife and two dogs.