Our Team

Our Team

Timothy C. Ebert, CLU®, ChFC®, RICP®

Founder

Tim Ebert started in the financial services business with Massachusetts Mutual Life Insurance Company (MassMutual) in 1974. During his career with MassMutual, he qualified for the prestigious Million Dollar Round Table a total of 26 times. He served as president of the National Association od Insurance and Financial Advisors of Greater Winston-Salem.  The same organization has twice honored Tim as the Advisor of the Year. In 2017, he received from The American College a new designation, Retirement Income Certified Professional, (RICP). 

Tim grew up in Winston-Salem, graduated from R.J. Reynolds High School, and received a BA from Davidson College. He is an active member in numerous local civic and volunteer organizations, including the Clemmons Rotary Club. He has served on the board at the Jerry Long YMCA in Clemmons, chairing the Partner with Youth program for two years. Because of his work, he was awarded the Strong Award for Volunteer of the Year. Tim also has been an advocate for youth sports as a coach in basketball, football, and baseball. In 2009, Tim was honored for his 26 years as a baseball manager at Northwest Forsyth American Little League.

Tim is licensed to sell life insurance in North Carolina and is licensed to sell securities in North Carolina, Georgia Ohio, South Carolina, Colorado, and Virginia. He is an Investment Adviser Representative with Commonwealth Financial Network® and holds securities registrations in North Carolina, Georgia, Ohio, South Carolina, Colorado, and Virginia.

Tim enjoys playing basketball and absolutely loves to fish. He is married and has two sons and four grandchildren.

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.
 

Paul A. Ebert

Founder

Paul Ebert is a lifetime resident of Winston-Salem. He graduated from Mount Tabor High School and is a cum laude graduate of High Point University. He joined his father and started Ebert Financial in 2001. He is a investment advisor representative and a registered representative with Commonwealth Financial Network®. He holds his FINRA Series 6, 63 and 65 securities registrations and is licensed to sell securities in North Carolina, Virginia, and California.  Paul is an active member of the Greater Winston-Salem Association of Insurance and Financial Advisors.  Paul is licensed to sell life and long-term care insurance in North Carolina South Carolina, Virginia, and Georgia and has a securities registration in North Carolina, Virginia, and California

Paul enjoys playing softball and bowling, and he is an avid fisherman.