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E. Tobin Meisenheimer
Financial Advisor, Founder
Toby founded Streamline Financial Services over 12 years ago. As a former high school math teacher, Toby enjoys crunching the numbers and explaining financial concepts in clear, understandable terms. His collegiate swimming background and high school coaching experience allow him to wear the "financial coach" hat, as he assists his clients in getting from HERE to THERE.
"In my first job post-college, I taught high school math at a private school in San Jose, California. My base salary was just over $21,000. I knew that unless I was conscious of every expenditure, I would financially drown. We bought Quicken, went on a budget, set aside money into a retirement plan, and celebrated when there were funds at the end of the month. The next thing that I knew, I found myself wanting to teach others what I was learning about money matters. Twelve years later, we are still at it, working with great people, and enjoying the impact that comes from teaching people how to design a plan that is right for them."
Toby is a graduate of Wheaton College. He and his wife, Murphy, their son, Caedmon, daughter, Barrett, and son Kai live in Naperville, Illinois. He enjoys reading, being entrepreneurial, playing games and brainteasers, and hanging out with his family. Aside from that, he has no hobbies whatsoever, since he never learned to play music and his athleticism has waned.
toby@streamlineplanning.com
Timothy Meisenheimer
Financial Advisor and the younger but taller brother
Tim joined the Streamline Team in the Summer of 2008, after spending three and a half years teaching high school math in Aurora, Illinois. His story sounds eerily similar to another Meisenheimer that you may have just read about above. Toby describes Tim as an, avid consumer finance maven, a term used by Malcom Gladwell in his book, The Tipping Point.
One of my main passions in life is to help other people to maximize the spending power of their money through consumer research. I tell my family, my friends,and people I don't even know the latest opportunity that will help them save time and money. Toby saw these qualities in myself and has spent the last three years slowly convincing me to join the Streamline team.
Tim is a graduate of Wheaton College. He and his wife Jenn, and their two daughters Avery and Tatum live in Naperville, Illinois. He plays keyboards in the church's worship band and he also enjoys beating Toby in basketball as a feeble attempt to assert his superiority.
tim@streamlineplanning.com
David Zoller
Financial Advisor, not a brother, and the tallest (even taller than Tim)
The day after April 15th, 2009, David joined Streamline in a part-time role, and joined full-time after this last tax season. He has experience in the tax/accounting industry at Zoller, Swanson, Co. in Oak Park, IL.
David graduated from Michigan State University in 2006, and after graduation spent 4 months travelling all over Australia. He currently lives in Chicago, IL and enjoys surfing, playing sports, reading, and serving at his church. He consumes most of the office coffee, which he claims is a coping mechanism to having to work with two Meisenheimers.
david@streamlineplanning.com
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