Timothy Whipple

Tim serves on the Board of Directors at Diversify and brings more than 20 years of experience helping individuals and families navigate complex financial decisions. He works closely with clients and advisors to develop holistic strategies that bring together investment planning, tax considerations, and long-term wealth objectives. Prior to the Diversify merger, Tim co-founded FirstPurpose Wealth in 1999, formerly known as LJCooper Wealth Advisors, where he built his reputation for guiding clients through multifaceted financial situations with clarity and discipline.

Early in his career, Tim recognized the importance of aligning tax planning with overall wealth strategy. His work expanded beyond compliance to include forward-looking planning and charitable giving strategies designed to help clients preserve wealth and maximize long-term impact. Today, he continues to apply this perspective by supporting advisor partners across the Diversify platform, helping ensure clients benefit from thoughtful, coordinated planning informed by deep tax and wealth expertise.

Tim holds a Bachelor of Science in Business Management from Brigham Young University. He has earned the CFP® (Certified Financial Planner), EA (Enrolled Agent), CAP® (Chartered Advisor in Philanthropy), and CPWA® (Certified Private Wealth Advisor®) designations and maintains Series 6, 7, 24, 26, 63, and 65 securities registrations.

Outside of his professional work, Tim is passionate about philanthropy and serves on several charitable boards. He and his wife Kristin have five sons and one grandson, and their family has participated in more than 25 service trips supporting orphanages over the past decade. A former collegiate rugby player, Tim now channels his competitive energy into pickleball and biking.