Tim Welsh, CFP®

Tim Welsh is the founder of Nexus Strategy, a leading consulting firm to the financial advisory industry. He previously held leadership roles at Schwab Advisor Services, where he helped design and promote the early models for independent RIA growth. Tim is widely recognized for his deep understanding of advisor behavior, fintech integration, and client engagement strategies.

At bQuest, Tim is a strategic guide as we partner with financial firms across the country. His knowledge helps us build a solution that resonates with advisors and integrates meaningfully into their existing value propositions—enhancing client trust and deepening generational relationships.