Tim Rahr is a lead strategist with Business Owner Advisory within Wells Fargo’s Advice and Planning. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and transaction considerations to aid clients in evaluating their transition options.

Prior to joining Wells Fargo, Tim was a partner in a national chief financial officer services firm that provided business transition and corporate finance services to closely-held companies. Prior to his consulting role, he served as chief financial officer, then as president at a family-owned media company. During his sixteen year tenure, he was instrumental in structuring ownership transition to next-generation family members. Earlier in his career, Tim held a series of sales and operations management positions at Associates First Capital, and was a partner in a residential construction and development company.

Tim earned his bachelor’s degree from Middlebury College, and completed executive education coursework at the Wharton School of the University of Pennsylvania. . Tim has been awarded the Certified Exit Planning Advisor (CEPA) designation.

Tim and his wife Sarah live in New Haven, CT. When not advising owners of closely-held businesses, Tim enjoys cooking, gardening, and playing golf.

Beth Leska is a senior custom credit banker and ExecutiveDirector with Wells Fargo Bank’s Wealth &Investment Management located in Princeton, New Jersey with more than 35 years of experience in financial services. Beth works as part of a team to help achieve the comprehensive wealth management goals of high-networth individuals. As a senior custom credit banker, she specializes in providing her custom credit knowledge and experience to help deliver tailored lending services that support clients’ complex borrowing needs.

Prior to joining Wells Fargo Bank, Beth worked as a financial advisor at Merrill Lynch in Philadelphia, PA for three and a half years, where she specialized in wealth management services for business owners and entrepreneurs.

Beth earned her Bachelor of Science degree in Music Education from West Chester University of Pennsylvania and herMaster of Science degree in Psychiatric Rehabilitation from Rutgers School of Health Related Professions. In addition, she served in the United States Army as a Military Police officer and served with the 101st Airborne Division Fort Campbell, KY.

Jonathan Diamond is a senior lead wealth management banker with Wells Fargo Bank Wealth & Investment Management located in Wayne, PA office with more than 15 years of experience in financial services. As a senior lead wealth management banker, Jon delivers lending, cash management and deposit solutions, while also providing access to highly structured credit facilities. An integral part of the relationship team, he starts by understanding a client’s unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo & Company to offer full balance sheet solutions that help achieve those goals.

Prior to his current role, Jonathan worked as a premier banker in the Wells Fargo Community Bank for 8 years, where he served affluent family relationships.
Jonathan earned a Bachelor of Arts in Marketing and Management from Bloomsburg University.

Jonathan resides in Glen Mills, Pennsylvania with his wife and two daughters.