TIM CANTRELL, CFP®, TPCP®

Principal Investment Advisor | Financial Planner

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Here at Applied Capital

As a CERTIFIED FINANCIAL PLANNER®, Certified Tax Planning Professional®, and Principal Investment Advisor of Applied Capital’s Nashville office, Tim leads a dedicated team providing personalized financial planning and investment management services. With an emphasis on building lasting client relationships and fostering growth, Tim ensures that every client receives comprehensive, tax-aware financial guidance tailored to their unique circumstances.

Tim has a proven track record of helping clients achieve their financial goals through tailored strategies that integrate sound investment management with proactive tax planning. Guided by a commitment to transparency and integrity, he ensures each plan maximizes after-tax outcomes and long-term value. Under Tim’s leadership, the Nashville office has flourished, earning a reputation as a trusted partner for individuals and families seeking comprehensive, tax-efficient financial planning.

Tim oversees a talented team of professionals, including:

  • Jack Hudson, MBA, CFP®: A seasoned financial planner with extensive experience in wealth management and retirement planning.

  • Ethan Slate, CFP®: Holds a Finance degree with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER.

  • Tyler Baskin, CFP®: Holds a Finance degree and is a CERTIFIED FINANCIAL PLANNER.

  • Cannon Pace: A Finance degree recipient with a concentration in Financial Planning, known for his analytical skills and client-focused approach.

Recognized as a SmartVestor Pro by the Ramsey Solutions organization, Tim adheres to a defined code of conduct and aligns with the financial planning principles espoused by Dave Ramsey and his Ramsey Solutions program. Principles include investor education, debt elimination, maintaining emergency funds, not using insurance as an investment vehicle, and not using proprietary investment products.

Educationally, Tim holds a Moster of Business Administration from Baylor University and a Bachelor of Business Administration from the University of Texas at Arlington. Additionally, Tim holds a CFP ® designation, a TPCP ® certification, a Series 65 securities license, and a Life and Health Insurance license.

  • Baylor University, Master of Business Administration

  • University of Texas at Arlington, Bachelor of Business Administration with a concentration in Finance

  • CFP® (CERTIFIED FINANCIAL PLANNER®)

  • TPCP® (Tax Planning Certified Professional®)

  • Series 65 License

  • Life and Health Insurance License

Education

Background

Tim lives in Nashville, Tennessee with his wife, Ashley Cantrell. Tim and Ashley have three children, Sawyer, Sydney, and Grace. He is a former scout leader, and the proud father of an Eagle Scout. Sawyer graduated from the University of Chattanooga. Sydney graduated with honors from Johns Hopkins University and was salutatorian of her high school class. Grace, the youngest, graduated with honors from the Colorado School of Mines with a Metallurgical and Materials Engineering degree and is currently in pursuit of a Master’s degree in the same field. She was the recipient of the Faculty Medalist Award at Hillsboro High School.

As Past-President and Past-Chairman of the Board of the Sertoma Club of Nashville, Tim has served the Nashville community. Sertoma, which stands for Service to Mankind, is a civic organization devoted to serving the local needs of children and adults with hearing health and communicative disorders. He also served four years as a softball coach for his daughter’s teams and has spent many hours as a fundraising volunteer with projects for both Sertoma and the Boy Scouts of America.

Outside of work, Tim is passionate about community involvement and enjoys fishing, especially saltwater fishing.

With a commitment to excellence and a client-first philosophy, Tim and the Nashville team at Applied Capital are here to guide you through every stage of your financial journey.

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