Tim Sopalski, CTFA, MBA

Tim Sopalski is more than an Estate Planning Specialist–he’s a trusted guide, experienced advisor, and passionate advocate for helping families create thoughtful, effective plans for the future. Since joining Alan R. Harrison Law in 2024, Tim has helped clients navigate the estate planning process with care, clarity, and confidence. From the first information-gathering meeting to the final signing, he ensures each client’s unique goals are heard and honored.

Tim’s extensive background in wealth management and trust services spans over a decade. HHe began his career in the trust and estate industry in 2013 and spent more than 12 years supporting high-net-worth individuals and families in achieving their financial aspirations. He has worked with clients around the world, including Israel, Australia, and throughout the European Union, developing strong relationships and gaining valuable experience in international business and legal coordination.

He has held key leadership roles, including Director of Client Relations and later Vice President, Trust Officer at Independent Trust Company of America, where he specialized in creating legacy-preserving strategies. As Assistant Vice President and Trust Department Manager, at The Bank of Commerce, Tim led with a relationship-first approach, managing a broad portfolio of estates and trusts with varying complexities. He brings a rare combination of technical skill and emotional intelligence, along with a gift for making complex concepts feel approachable and easy to understand.

Tim earned his Certified Trust & Financial Advisor (CTFA) certification in 2018 and holds an MBA from Utah State University’s Huntsman School of Business. His professional achievements have been widely recognized, including the American Bankers Association’s 40 Under 40 in Wealth Management, Greater Idaho Falls Distinguished Under 40, the Idaho Business Review’s Excellence in Finance Award, and the Greater Idaho Falls Chamber of Commerce’s Tim Sopalski Award for Courage.

He lives in Ammon, Idaho with his three energetic young sons. Whether kayaking, hiking to waterfalls, or tackling a good yard project, Tim loves creating memories with his kids and soaking up Idaho’s natural beauty.

Tim is also an active community leader. He currently serves as President of the Pocatello Estate Planning Council, Vice President of the Bonneville County Board of Guardians, a board member of the Eastern Idaho Estate Planning Council, and a member of the Trust & Estate Professionals of Idaho. He is also a proud ambassador for his local Chamber of Commerce and a committee member for the Idaho Falls Walk to End Alzheimer’s.

Originally from Jacksonville, Florida, Tim relocated to Idaho to pursue meaningful opportunities to support families and build lasting legacies. At Alan R. Harrison Law, he found a mission that matched his own: serving others with professionalism, compassion, and integrity.