Timothy Roberts, CFP
Managing Partner
PIM Portfolio Manager
Focus
With a deep commitment to helping clients secure their financial futures, Tim continues to lead with integrity, building lasting relationships and delivering tailored financial strategies to meet each client’s unique needs.
Background and experience
Tim began his career in 2003 at UBS Financial Services in Columbus. In 2005, he partnered with David Slates, where David served as a mentor, helping Tim build a strong foundation in investment knowledge. Together, they have grown Northpointe into a distinguished wealth management team, dedicated to providing personalized advice to individuals and families.
Tim has been names to the Wells Fargo Advisors Platinum Council every year since 2014. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Additionally, he was recognized by Forbes as one of the “Top Next-Gen Wealth Advisors” from 2017-2022 upon attaining the age of 40. The Northpointe team has earned the title of one of the “Top Wealth Management Teams” in the state of Ohio by Forbes each year since the program’s inception in 2022. In 2019, Tim also completed the rigorous certification process to earn his CERTIFIED FINANCIAL PLANNER® designation.
Before beginning his career in the financial services industry, Tim earned a Bachelor’s degree in Chemical Engineering at the University of Dayton. He then spent nearly five years working in research and development for the Department of Defense through a private contractor, where he applied his analytical skills and attention to detail.
Away from the office
Tim spends his free time with his wife, Paige, a practicing dentist, his twins, Noah and Isabelle and his step-sons, Evren and Emre. Much of his free time is spent supporting his active children in various sports, particularly club soccer. When not cheering from the sidelines, Tim enjoys watching the Buckeyes and entertaining his family and friends.
California Insurance License: OK12192. Resident state [OH]
2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
2024 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors
Managing Partner
PIM Portfolio Manager
CFP
Jacob Miller, CFA
Partner
Fundamental Choice Portfolio Manager
Focus
I provide targeted, comprehensive financial advice and portfolio management – delivered with a high level of personal service and professional integrity.
Background and experience
Since 2011, I have helped manage assets for individuals, families, trusts, retirement plans, and businesses. I specialize in crafting and executing long-term investment strategies that help my clients build and preserve wealth while achieving their life’s goals.
In 2023 I earned the Chartered Financial Analyst (CFA) designation – widely regarded as the highest standard of excellence in the investment management profession. This globally recognized credential reflects my commitment to rigorous financial analysis, portfolio management expertise, and uncompromising ethical standards. As a CFA charterholder, I bring a deeper analytical perspective and disciplined investment process to every client relationship.
I began my career in financial services in 2011 with Wells Fargo Advisors as a Client Associate in Downtown Columbus, where I supported retirement planning initiatives, conducted financial research, and guided clients with account management. In 2012 I obtained my Series 7 & Series 66 securities registrations and became a financial advisor.
I am a proud graduate of Ohio State University earning a Bachelor of Arts in International Studies with a specialization in Security & Intelligence. Before entering finance, I developed a strong worth ethic and leadership foundation through roles in retail, service and construction sectors.
Away from the office
A lifelong resident of Grove City, I am deeply invested in my community. I coach youth soccer and basketball. My wife Kory and our three children Austin, Quinn & Chloe attend and volunteer at Rock City Church. In my free time, I enjoy outdoor adventures like cycling, running, backpacking and camping. I am also an avid supporter of Ohio State athletics, the Blue Jackets and the Crew.
California Insurance License: 0K66586. Resident state [OH]
Partner
Fundamental Choice Portfolio Manager
CFA
I provide strategic, personalized advice tailored to each client’s individual financial goals. My commitment is to build long-term relations based on trust, integrity and exceptional service.
Background and Experience
I began my career as a financial advisor in March 2025 when I joined Northpointe Wealth Management. As a new member of the wealth management industry, I bring a fresh perspective to the team, offering innovative solutions to help clients achieve their unique financial goals and objectives.
Prior to joining Northpointe, I earned a bachelor’s degree in finance and my MBA with a minor in Bible at Cedarville University. At Cedarville, I was a member of the Men’s Basketball program for 5 years, earning All-GMAC honors, the Elite 25 Award, and the Pete Maravich Award – recognizing excellence in athletic performance, academics, competition, and Christian service.
Away from the office
In my free time, I enjoy spending quality time with family and friends. I’m passionate about sports – whether playing or watching – and I value competition and staying active. I grew up playing golf and basketball, and I still enjoy both today.
Financial Advisor
Focus
Brenda is committed to helping ensure our clients are provided with the highest level of service and personal attention they deserve.
Background and experience
With more than 40 years of experience in the financial services industry, she strives to communicate with their clients professionally and effectively to exceed their service expectations. Administratively, her primary focus is day-to-day maintenance of clients’ accounts.
Brenda studied Business Management at Franklin University. Her love of accounting led her to seek employment with a financial services firm in 1979, gaining experience in administration, operations, and management. To be more involved in building and maintaining client relationships, Brenda joined Mardas Financial Group of Wells Fargo Advisors in 1992.
Away from the office
Outside the office, she has two married children and three beautiful granddaughters. She enjoys spending time with her family and friends, walking her Frenchton, and sports.
Senior Registered Client Associate
Focus
Amanda oversees the operations team within Northpointe Wealth Management, in addition to resolving client inquiries and account administration. Amanda’s primary focus is providing exceptional service to our clients. It is her top priority to help ensure clients are well cared for and all their needs are met.
Background and experience
Amanda earned a Bachelor of Arts degree in Communications, minoring in English and Public Relations, from West Virginia University.
She began her financial career with Wells Fargo Bank in 2014 as a personal banker. She focused on providing excellent customer service while overseeing all aspects of her clients' accounts. Her responsibilities included managing accounts and providing clients with banking services like loans and credit cards.
After her experience as a personal banker, Amanda shifted her focus to a more analytical role and accepted the opportunity to transfer into the Corporate Trust Services division of Wells Fargo Bank as a Securities Analyst. During her tenure, she actively participated in projects, including efficiency efforts, quality control, analysis, new business offerings, and testing.
In March 2017, Amanda relocated to Columbus and began her role as a Client Associate with Wells Fargo Advisors. Soon after, she proudly joined Northpointe Wealth Management.
Most recently, Amanda was selected to be a member of the Client Associate Advisory Board within Wells Fargo Advisors Financial Network.
Away from the office
Amanda enjoys spending time with family, traveling, and staying active. She is an avid sports enthusiast and looks forward to cheering on the Pittsburgh Steelers and West Virginia Mountaineers. Amanda resides in Powell, Ohio with her husband, Tom, their daughter, Rylee and Cavalier King Charles Spaniel, Lucy.
Director of Operations