Jonathan Pliszka, the Principal of High Knoll Wealth Advisors, boasts an impressive background in finance. Hailing from Connecticut, he kickstarted his finance career in the vibrant city of Chicago. With over 15 years of experience, he made his mark in esteemed roles and institutions, serving as Senior Vice President at Morningstar and as an Associate at Goldman Sachs. Throughout his tenure, Jonathan developed a deep understanding of asset allocation, investment research, and portfolio construction. He also embraced the role of an educator, sharing his knowledge with institutional investors and financial advisors.
Jonathan holds a Bachelor of Science in Finance from DePaul University and a Master of Business Administration from the University of Kentucky. These academic accomplishments provided him with a strong foundation in financial principles and strategic decision-making.
In addition to his role at High Knoll Wealth Advisors, Jonathan serves as a Lecturer at the University of Kentucky, where he teaches classes on investment analysis. He also acts as the faculty advisor for the graduate student-managed fund class and the environmental, social, governance (ESG) student-managed fund class, where he helps students manage several million dollars on behalf of the University of Kentucky endowment.
Beyond his professional pursuits, Jonathan enjoys playing ice hockey, golfing, and cherishing moments spent with his wife, Abby, their daughter, Alice, their son, Banks, and their beloved Cairn Terrier, Cricket.
Meet Tim Brown, a finance professional with a client-centric focus. Originally from Colorado, Tim has called Kentucky home since 2013. He earned a Bachelor of Arts in History from Biola University and a Master of Arts in Applied Philosophy & Ethics from Texas State University. With over a decade of experience in insurance and finance, working as a claims adjuster, unit manager, and agent, Tim has developed a keen ability to effectively address client needs.
Tim's contributions extend beyond the financial sector. He has 15 years of experience coaching women's basketball at high school and college levels, achieving significant success at Asbury University. In 2019, he pivoted to financial advising, skillfully assisting clients through the economic uncertainties of the COVID-19 pandemic. In 2023, he joined a local tax and financial planning office, and in 2024, he fulfilled his goal of working with an independent firm, partnering with High Knoll Wealth Advisors.
Residing in Lexington with his wife Marianne and their two cats, Tim maintains close ties with his four adult children in Texas and Kentucky. A family man at heart, he is also an avid Nottingham Forest supporter and enjoys culinary pursuits, especially with his outdoor wood smoker. Tim Brown combines a commitment to client-centered financial guidance with a passion for a balanced and enriching life, making him a trusted partner in wealth management.
We'll begin by getting to know you & your unique financial situation. We'll ask about your current goals, both immediate and long-term, to help us understand what is most important to you in the future.
WE ARE AN INDEPENDENT, FEE-ONLY, FIDUCIARY, AND CLIENT-FOCUSED WEALTH MANAGEMENT FIRM COMMITTED TO PROVIDING CLEAR AND OBJECTIVE FINANCIAL PLANNING AND GUIDANCE.
The Best of Lexington, administered by the Lexington Herald Leader, is dedicated to recognizing and celebrating the businesses, individuals, and destinations that hold a special place in the hearts of our local community members. We are delighted and honored to announce that we have achieved the prestigious Gold standing as the Best Financial Planner in Lexington for 2024, as voted by our valued community.
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