Hi, I am

Tedd Shimp


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Tedd specializes in guiding military retirees, tech workers, and foster/adoptive families toward their financial goals and securing their future. Let Tedd help you bridge the gap between your current situation and your desired financial future.

  • Bachelor of Arts - University of Florida
  • Masters of Business Administration - Concordia University Texas
  • Certified Financial Planner Coursework
  • Chartered Financial Consultant™
  • Retired Marine Corps Officer
  • Former IT Project Manager
  • Adoptive Father
  • Small Business Owner


Fee-only advisors can't receive kickbacks for investments they recommend. This removes conflict of interest when serving you as a client.



Fiduciaries are legally obligated to provide advice in the best interest of the client, unlike other advisors who only ensure their advice is "suitable."

Get to Know

Get to Know Tedd Shimp

Tedd Shimp is a Chartered Financial Consultant® and small business owner in Austin, Texas.

Some things you should know about me are:
  • I have been married to my wife Morgan for 19 years.
  • Together, we have three children.
  • I customize financial services for each of my clients.
  • My goal is to empower clients with expert advice and recommendations tailored to their needs.

Tedd Shimp's History

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1991 – Joined the Marine Corps

I joined immediately after high school, kicking off a 20–year career serving the nation and gaining invaluable skills and travel opportunities.

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1998 – Graduated College and Commissioned as a Second Lieutenant

I attended the University of Florida through the Marine Corps, graduating debt-free and becoming an officer.

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2005 – Married Morgan Shimp

I married in San Diego three days after returning from deployment, starting a 19-year adventure together.

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2015 – Adopted Our Youngest Son

Officially expanded our family by adopting Charles "Charlie" Shimp, facing new financial considerations.

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2011 – Retired From the Marine Corps

After 20 years of service, we moved to Austin, Texas, and became debt–free by purchasing a foreclosed home.

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2006–2008 – Started a Family and Tackled Debt

We found ourselves in debt after having two children, leading to a transformative financial journey guided by Dave Ramsey's principles.

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2015 – Earned an MBA

In the same year as adopting our youngest son, while balancing work and family, I completed an MBA, leading to career growth in IT leadership.

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2016–2023 – Transitioned Into Project Management

I leveraged my IT background and MBA to transition into project management, allowing me to save and invest significantly.

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2024 – Joined 11 Financial

After earning the Chartered Financial Consultant® (ChFC®) designation, I joined 11 Financial, dedicated to prioritizing clients' needs in financial planning.

Recent Articles

Media Mentions and Industry Involvement


"Before engaging with debt collectors, it’s imperative to verify the accuracy of the debt and the authenticity of the collection agency. This not only safeguards you against fraudulent claims but also ensures that your response is informed and strategic."


"Navigating the intersection of bankruptcy and tax debt requires careful analysis; while bankruptcy can offer a path to relief, not all tax debts are eligible for discharge. Understanding the nuances is key to charting a course to financial recovery."


"You can employ the SMART method. Ensure your goals are specific, measurable, achievable, relevant, and time-bound. For instance, rather than simply aiming to ‘save more money,’ you can set a goal to ‘save $5,000 in a 401(k) for the year."


Tedd's Specialties and Expertise

Cash Flow and Budgeting


Tedd is ready to help you master cash flow and budgeting. With over two decades of overcoming financial challenges, he provides personalized strategies to optimize your finances and achieve your goals. Let Tedd guide you towards financial freedom and peace of mind.

Financial Planning for Military Families


Tedd comes with 20 years of experience in the Marine Corps, and understands the unique financial challenges military families face. He offers tailored strategies to help navigate deployments, transitions, and retirement planning with confidence, maximizing military benefits and optimizing retirement accounts. Let Tedd be your trusted partner in securing your financial future.

Debt Management and Advice


Tedd specializes in debt management and advice. With years of experience, Tedd offers personalized strategies to help you reduce debt, create repayment plans, and improve your financial health. Let Tedd help you towards financial freedom with practical solutions tailored to your needs.

Education Planning


Tedd specializes in education planning. With expertise in saving for college and navigating educational expenses, Tedd offers personalized strategies to help you achieve your goals. Let Tedd guide you towards a bright academic future with sensible solutions tailored to your needs.

Employee Benefits Optimization


Tedd specializes in optimizing employee benefits. With extensive experience, Tedd offers personalized strategies to maximize your benefits and minimize costs. Let Tedd help you make informed decisions for long-term financial success.

What It's Like to Work With Tedd Shimp

"Outstanding professionals who deeply care for their clients."

Jacob H.

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