Who We Are
Meet the Team at Timberchase Financial
Bryan Hancock, MBA, CFP®
Founding Partner
The firm was founded and is led by Bryan Hancock, MBA, CFP®. Bryan has a B.S. in Business from Samford University and an M.B.A. from UAB. Bryan is an adjunct finance instructor at the Samford University Brock School of Business. He is a CFP® professional and a member of the National Association of Personal Financial Advisors and the Estate Planning Council of Birmingham. He is also a Vistage certified speaker on wealth management planning for executive and small business owners. He considers it an honor to develop a deep working relationship with his clients. He and his wife, Allison, have four children, and he spends his spare time traveling and watching airplanes.
Katie Lenz, CFP®
Financial Planner
Katie Lenz, CFP®, has a background in personal financial planning in the Pacific Northwest and Southeast Asia. She graduated from Western Washington University with a B.A. in Financial Economics and, in 2010, achieved the CFP® designation. After her initial fee-only client and investment experience in Washington State, she enjoyed several exciting years living and working in Jakarta, Indonesia. Currently, she and her husband feel fortunate to be raising their family in sunny Bend, Oregon.
Tyler Moore, CPA/PFS, CFP®
Partner
Tyler Moore, CPA/PFS, CFP®, has extensive experience in tax preparation and planning for partnerships, corporations, families, and individuals. He uses his prior tax experience at PwC to help clients achieve their financial goals in a tax-efficient manner. Tyler has a BSBA degree in Accountancy and a Master of Accountancy degree from Auburn University. He is a CFP® professional and has an active CPA license with the Personal Financial Specialist designation. Tyler and his wife, Emily, reside in Vestavia with their four children.
Jessica Sweatt
Client Service
Jessica Sweatt graduated from Auburn University at Montgomery with a B.A. in History. Her previous experience includes several years in retail banking. She works with clients on account setup and transactions. As an extension of her passion for history, she seeks opportunities to travel and immerse herself in other languages and cultures. A resident of Birmingham, Jessica enjoys discovering unique, local restaurants and spending time with family and friends.
Peyton Watts
Administration
Peyton Watts manages the internal functions of the firm including data management, regulatory compliance, and special projects. A finance graduate from Auburn University, she has experience in finance, accounting, and managing legal matter evidence in a business law firm. Raised in a pilot's household, she enjoyed flying with her father in her youth and earned her private pilot's license. Before coming to Birmingham, Peyton lived in Arkansas, Georgia, North Carolina, and Florida. She and her husband, Robert, like to spend quality time together with family and friends.