Who We Are
Timberchase Financial is an independent, fee-only wealth management firm. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passion in life.
The firm was founded and is led by Bryan Hancock, MBA, ChFC, CFP®. Bryan has a B.S. in Business from Samford University and an MBA from the University of Alabama, Birmingham. He holds the Chartered Financial Consultant designation and is a Certified Financial Planner® professional. He is a graduate of the Financial Planning Association's Residency Program at DePaul University in Chicago, a member of the National Association of Personal Financial Advisors (an association of fee-only professionals), and a member of the Estate Planning Council of Birmingham. He considers it an honor to develop a deep working relationship with his clients, to empower them to realize their full potential, to guide them toward the resolution of complex issues, and to support their financial goals and charitable interests. Bryan and his wife, Allison, have four children.
Pam Patton, paraplanner, has been with Timberchase Financial since 2005. She assists with the planning process, administrative support of the firm, and in assisting clients with many of the tasks necessary to proactively point what they have toward their chosen goals. A former "woman in transition," Pam understands the unique needs of women who have had major life transitions which affect their finances. Pam is originally from Wisconsin, but has also lived in Colorado, Maryland, and Georgia. She enjoys fine dining, loves to travel, especially to the beach, and is an avid college football fan. She lives in Birmingham with her husband, Bob. She has two grown children, three stepchildren and two grandsons.
Katie Lenz, CFP®, has a professional background in personal financial planning in the Pacific Northwest and Southeast Asia. She graduated from Western Washington University with a B.A. in Financial Economics, and, in 2010, achieved the CFP® designation. Katie initially gained client and investment experience at two fee-only firms in Washington State. Most recently, she has spent considerable time in Jakarta, Indonesia, with her husband, Ryan, while he was teaching chemistry at an international school. While abroad, she specialized in investment and tax considerations for Americans living overseas. The Lenz family resides in Bend, Oregon.