“By providing comprehensive investment planning, I help my clients simplify their financial lives, identify their goals, and create a plan designed to help generate the income and growth they deserve to sustain their lifestyle now, and in retirement.”

Background and experience

For over 40 years, Tim has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.

With extensive experience throughout major shifts in the markets, Tim has dedicated his career to delivering the personalized investment planning services his clients deserve.

Tim began his career as a Financial Advisor in 1983 with Robert W. Baird & Co. Northwestern Mutual Insurance Company, where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2002, to provide personalized financial advice for individuals and families.

Tim earned his bachelor’s degree in Economics & Finance from Penn State University.

From 2012-2017, and again in 2019-2025, Tim has been recognized as a member of Wells Fargo Advisors Platinum Council.   The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous  year, and professionalism. Additional consideration may have included best practices and team structure.

Away from the office

Tim spends his free time enjoying outdoor activities, including working on his farm, fishing, beekeeping, and time at the beach with his family. Since 1991, Tim has been a volunteer with Rajah Shrine and Shriners Hospital for Children. His love of travel with his Shrine friends takes him to new places.


California Insurance License 0D48593, Resident State Pennsylvania

“As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance.”

Background and experience

Kyle is committed to designing and delivering customized investment strategies; and takes a comprehensive approach to investment planning, in order to deliver the personalized investment planning services his clients deserve.

Kyle began his career in the financial services industry in 2005 at Wachovia Bank, a predecessor of Wells Fargo Bank, N.A., and transitioned to Wells Fargo Advisors in 2016, to provide tailored financial advice for individuals and families.

Kyle earned his bachelor’s degree in Finance, with a minor in Economics, from East Stroudsburg University.

Away from the office

Kyle spends his free time with his fiancé Jennifer, and three children, Anthony, Tressa, and Julia. Kyle & Jennifer enjoy being involved in their community in various volunteer activities, and Kyle is active in charity work through the Free Masons, coaches softball for the Pocono Pride Fast Pitch Softball Organization, and is an avid golfer.


California Insurance License 0I91175, Resident State Pennsylvania