Our Team

Tim Ebert started in the financial services business with Massachusetts Mutual Life Insurance Company (MassMutual) in 1974. During his career with MassMutual, he qualified for the prestigious Million Dollar Round Table a total of 26 times. He served as president of the National Association of Insurance and Financial Advisors of Greater Winston-Salem. The same organization has twice honored Tim as the Advisor of the Year. In 2017, he received his Retirement Income Certified Professional^® (RICP^®) designation from The American College.

Tim grew up in Winston-Salem, graduated from R.J. Reynolds High School, and received a BA from Davidson College. He is an active member of numerous local civic and volunteer organizations, including the Clemmons Rotary Club. He has served on the board of Jerry Long YMCA in Clemmons, chairing the Partner with Youth program for two years. Because of his work, he was recognized as Volunteer of the Year. Tim also has been an advocate for youth sports as a coach in basketball, football, and baseball. In 2009, Tim was honored for his 26 years as a baseball manager at Northwest Forsyth American Little League.

Tim is licensed to sell life insurance in North Carolina. He holds securities registrations and is licensed to sell securities in several states. He is an Investment Adviser Representative with Commonwealth Financial Network^®.

Tim enjoys playing basketball and absolutely loves to fish. He is married and has two sons and four grandchildren.

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a professional association that has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics, and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.
 

Paul Ebert joined his father to start Ebert Financial in 2001. In 2019, Paul received the designation of Retirement Income Certified Professional^® (RICP^®) from The American College. He is an Investment Adviser Representative and a Registered Representative with Commonwealth Financial Network^®. He holds his FINRA Series 6, 7, 63, and 65 securities registrations and is licensed to sell securities in North Carolina, Virginia, South Carolina, Georgia, Maryland, Michigan, New York, Florida, Ohio, Colorado, Oregon, and California.  Paul is licensed to sell life insurance in North Carolina and South Carolina and long-term care insurance in North Carolina.

Paul is a lifetime resident of Winston-Salem. He graduated from Mount Tabor High School and is a cum laude graduate of High Point University.  He maintains active involvement in his local community, volunteering time and energy into helping others. He enjoys spending time with his wife and two daughters, going fishing with his Dad, and going to college football games with his whole family.  

Ryan Ebert joined Ebert Financial in 2022 as an assistant while pursuing his degree in Financial Planning at Western Carolina University. After graduating in 2024, he transitioned into a full-time role, continuing to support the firm as he works toward becoming a financial advisor.

Ryan brings enthusiasm, dedication, and a genuine passion for helping others. He values building meaningful relationships with clients, taking the time to understand their goals and dreams. His commitment to personal connection and attentive service reflects his belief that strong relationships are the foundation of successful financial planning.

Outside of work, Ryan enjoys spending time with his family and friends. As one of four siblings, he understands the importance of connection and brings that same care and attentiveness to every client interaction.