The TYME Advisors Team
Taylor Herzog, CFA®, CAIA®
Founder, Shareholder & Chief Investment Officer
Experience
Melissa Leonard, CFP®
Financial Planning Consultant
Experience
Andrew Herzog, CFP®
Financial Planning Consultant
Experience
Lt. Col. Joseph Hansen, U.S. Army, Retired
Structured Finance Consultant
Experience
Geoff Sloma
CFO and Audit Consultant
Experience
Joshua I Wilson, PhD, CMT
Wealth Management Consultant
Experience
Jan Huff
RIA Compliance Consultant
Experience
Our Team’s Credentials
Our team's industry credentials showcase our dedication to continuous learning and the highest professional standards.
Certified Financial Planner Certification
The Certified Financial Planner (CFP®) certification is a prestigious title that represents a high level of competency, ethics, and professionalism in the field of financial planning. It is awarded to individuals who have met rigorous qualification criteria, typically set by a recognized professional body in the financial services industry.
Chartered Financial Analyst Designation
A chartered financial analyst (CFA®) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
Chartered Alternative Investment Analyst Designation
Chartered Alternative Investment Analyst (CAIA®) is a professional designation granted by the Chartered Alternative Investment Analyst Association to candidates who have completed Level I and Level II examinations. The Chartered Alternative Investment Analyst Association has established the designation of CAIA to certify that the holders have met the association’s educational standard for specialists in the area of alternative investments. The alternative investments that a Chartered Alternative Investment Analyst is trained to assess include hedge funds, venture capital, private equity, funds of funds, derivatives, and real estate investments.
Chartered Market Technician Designation
A Chartered Market Technician (CMT) is a professional technical analyst who holds the CMT designation, which is organized by the CMT Association. This designation is considered the highest level of training in technical analysis and is recognized globally as the preeminent credential for practitioners in this field. To earn the CMT designation, candidates must complete an intensive self-study program and pass a series of three comprehensive exams. These exams cover a wide range of topics in technical analysis, including theory, market indicators, chart construction, trend analysis, and ethical standards. The CMT program aims to develop both technical and professional skills, as well as provide a code of ethics and an ethical framework for its holders.
Southwestern Graduate School of Banking
The SW Graduate School of Banking Foundation at SMU is the first name in banking education, bank management training and bank director training programs. Thousands of financial services professionals have attended its banking management programs since its founding in 1957. Its banking industy participants fill the senior ranks of financial institutions, bank regulatory agencies, and bank-affiliated organizations throughout North America and abroad. Partnered with Southern Methodist University's renowned Edwin L. Cox School of Business, the Foundation offers bank management education at the corporate level. The Mission of the SW Graduate School of Banking is to be the Most Trusted Educational Source for Loan Officers, Bank Directors, Regulators, Commercial Lenders, Operations Officers, Marketing Officers and Management Professionals.
National Social Security Advisor Certificate
The NSSA® Certificate Program is a nationally recognized standard of competent and ethical Social Security planning education and training. Professional advisors who earn the NSSA® Certificate benefit society by helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits.
Five Star Professional Wealth Manager Award
The value and importance of the Five Star Professional Wealth Manager Award lie in its recognition of exceptional service, expertise, and commitment in the financial planning industry. This prestigious award highlights financial planners who excel in their field, consistently delivering outstanding results and exceeding client expectations.
Recipients of the Five Star Wealth Manager Award are carefully evaluated based on criteria such as client retention, industry experience, and regulatory history. This rigorous selection process ensures that only the most dedicated and accomplished professionals are honored with this distinction.
We are proud that Taylor Herzog, CFA®, CAIA® has received the Five Star Professional Wealth Manager Award*, as it reflects our unwavering dedication to providing exceptional financial planning services.
*This award was issued on 07/01/2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 05/05/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.