Timm Heisey, CPFA®
Timm Heisey is a partner and portfolio manager at 180 Wealth, bringing over two decades of unique discipline, macroeconomic insight, and dedicated fiduciary service to his clients.
Timm’s passion for investing began at age 14. After entering the United States Naval Academy in 1996, he dedicated his college savings to investing, focusing early on emerging cybersecurity and technology infrastructure companies. By age 20, his disciplined approach led him to assist fellow midshipmen and officers with their investment portfolios. Timm graduated with a Bachelor of Science in Economics and was commissioned as a Navy pilot.
Following two deployments, Timm returned to the Naval Academy as an instructor. During this period, he earned a Master of Arts in Defense and Strategic Studies through the Naval War College and began studying Arabic. While performing the duty of casualty notifications during the Iraq War, Timm witnessed the vulnerabilities families faced regarding their life insurance proceeds. This profound experience ignited a lifelong mission to protect clients from high-fee, commission-driven financial products and established his unwavering commitment to transparent wealth management.
Answering the call for specialized wartime support, Timm qualified as a Civil Affairs Officer and a Tactical Debriefer, completing four additional combat deployments alongside Joint Special Operations Command (JSOC). During his military career, he also earned a certification in Lean Six Sigma from Harvard Business School. Timm concluded his active-duty service in Washington state as an admiral’s aide, transitioning to the Navy Reserves while continuing to support Cyber Warfare and the National Security Agency until his military retirement in 2020.
Transitioning his leadership to their financial sector, Timm spent several years as a top-performing financial advisor at Merrill Lynch. In 2020, wanting to ensure his clients always received uncompromised, conflict-free advice, he left to join 180 Wealth. Here, he operates under a strict, pure fiduciary standard, firmly believing in advising every client with the absolute honesty and care he would expect for his own family. Timm leverages his extensive global background and analytical network to publish The Heisey Report, a monthly research publication providing clients with proactive data-driven macroeconomic analysis.
Timm lives in Washington State with his wife Kelly, and their children. Outside of helping clients navigate their financial futures, he enjoys woodworking, mixed martial arts, traveling, flying, and actively supporting deployed service members.