As a member of the business development team at Beyond Wealth Partners, a specialized financial planning practice powered by Savvy, Tim Gerard focuses on client engagement, long-term client satisfaction, and the continued growth of the firm’s relationships within the Procter & Gamble community.
Tim brings a unique vantage point to the firm, shaped by nearly three decades at Procter & Gamble. Having navigated his own retirement from P&G, he possesses a firsthand understanding of the professional and personal transitions his clients face. Tim leverages this deep institutional experience to bridge the gap between a corporate career and the next stage of life, helping to connect individuals and families with the firm's specialized planning resources.
As an integral driver of growth at Beyond Wealth Partners, Tim works alongside the advisory team to provide a thoughtful introduction to the firm’s planning philosophy. His approach is rooted in the same principles of relationship-building and trust that defined his career. For Tim, the mission is simple: delivering the long-term financial guidance and clarity the P&G community deserves.
A resident of Madeira, Ohio, Tim’s life outside the office revolves around his wife, Cathy, their grandchildren, and the family dog. This personal commitment to family fuels his professional dedication, reinforcing his belief that strong community ties are essential to navigating life’s most important financial decisions with confidence.