Tim Reik, CFP®, CDFA®

  • 25+ years experience

  • CFP Professional

  • CDFA designation

  • Independent Fiduciary Advisor

Outside the office: Tim enjoys hobbies such as golf, pickleball, boating, target shooting, and coaching youth basketball. He spends time with his two sons, as well as training Maverick, the family German Shepherd.

A Personal Approach to Wealth Management

The Heart of a Teacher. The Strategy of a Coach. I began my career in the financial industry in 1998, but my foundation was built on the courts and in the classrooms. As a former teacher and coach, I learned that the most successful outcomes aren't just about numbers—they are about the people behind them. I believe you deserve a partner who views your success as a shared victory.

Why I Founded Reik Wealth Management For over 25 years, I’ve remained independent. Having advised clients through the volatility of both bull and bear markets since the late 90s, I’ve seen firsthand how disciplined planning outweighs short-term market noise. I saw too many "big-box" firms focusing on selling products and earning commissions rather than implementing long-term strategies that actually benefit the client. I named this firm after my family because we treat our clients like an extension of our own. At Reik Wealth Management, we believe wealth management is a high-touch experience built on comprehensive planning and disciplined execution.

Your Financial Playbook Most clients—especially those nearing retirement and medical professionals—come to me with a common set of worries: the lack of a formal income strategy, the impact of future taxes on their savings, and an estate plan that doesn't reflect their current wishes and isn't coordinated with their full financial plan. They often feel they are "playing defense" with their wealth rather than having a clear plan for the transition. Our fiduciary commitment is centered on three core objectives:

  • Coordinate: Align your asset allocation with your personal risk tolerance and long-term retirement goals.

  • Implement: Execute tax-efficient income strategies and modernize your estate plan to protect your legacy.

  • Protect: Shield your family’s wealth from unnecessary market volatility and the "silent" costs of retirement.

In every season, my goal is the same: to see my clients win by reaching the finish line with confidence.

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Jessica Shigley

Cient Service Coordinator

The Foundation of Our Client Experience. While Tim focuses on the strategic playbook, Jessica ensures the day-to-day execution is seamless. With a deep commitment to high-touch service, she manages the vital details that keep our clients' financial lives running smoothly—from onboarding and account coordination to ensuring every question is answered promptly.

Jessica shares the REIK Wealth Management philosophy: that every client is an extension of our family and deserves a gold-standard experience. Her focus is on removing the administrative burden from our families so they can focus on what matters most to them.

Outside the Office: Jessica and her husband Kurt enjoy swing dancing, martial arts, taking care of her dogs, and raising their teenage son. She is a firm believer that a well-coordinated life leads to a more peaceful retirement.