Tim Gervais, CPA, CVA

Tim Gervais is a licensed Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), and a FINRA series 65 Licensee. He is a good standing member of the American Institute of Certified Public Accountants (AICPA), the Maryland Association of Certified Public Accountants (MACPA), as well as the National Association of Certified Valuators and Analysts (NACVA). Tim holds a BA from Brigham Young University (2013), as well as an MTS from Loyola University Maryland (2016). With extensive public accounting experience, Tim leverages his tax knowledge to help clients craft tax efficient distribution and investment strategies that align with their personal financial goals. In addition to his wealth advisory work with Foundation Wealth & Tax Advisors, Tim currently functions as a Tax Manager & Valuation Analyst at Lombardo Ayers & Company, LLC.

In his free time Tim enjoys research and writing. His articles have won several national awards and have been published in a variety of peer-reviewed academic journals. Tim has served in the past as a volunteer board member for local economic development, library advisory, and parks and recreation committees and enjoys giving back to his community. Tim currently resides in Prince Frederick Maryland with his wife and two children.

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