Strength Through Interwoven Experience

With more than 15 years at Wells Fargo Advisors and a career rooted in both curiosity and compassion, Jon Levin is a problem-solver at heart. He leads the Woven Wealth Management Group of Wells Fargo Advisors with a collaborative mindset, guiding high-net-worth clients through complex financial decisions with clarity, care and a deep respect for their personal relationship with money.

A Career Grounded in Experience and Purpose

Jon’s path into financial advising began with personal conviction. Raised in a low-income household, he developed a lifelong appreciation for the value and power of financial stability. While earning his degree in Economics from Penn State University, Jon worked full-time as a mortgage loan officer—gaining firsthand insight into both the technical and emotional sides of finance.

He formally began his career at Smith Barney in 2008, and two years later joined Wells Fargo Advisors at the recommendation of a former manager. Since then, Jon has built a thriving advisory practice and now serves as Senior Vice President – Investments.

He holds the CERTIFIED FINANCIAL PLANNER^® certification and has been recognized as a member of the 2024-2025 Wells Fargo Platinum Council, an honor awarded to the top 10% of advisors nationwide.

A Thoughtful and Collaborative Leader

Jon leads a multidisciplinary team dedicated to delivering integrated advice across investment planning, lending strategies, estate coordination and more. He is often the team’s strategic quarterback—unraveling complex situations, identifying creative solutions and working closely with specialists and clients’ external advisors to execute on a unified plan.

He approaches every client relationship with curiosity and intentionality, continuously learning and adapting as their lives and needs evolve. Jon is particularly skilled in working with clients who have both assets and liabilities in motion, using the full toolset of investment planning to optimize outcomes.

He sees advising not as a static job, but as an evolving craft—one that allows for creativity, continuous learning and deep personal connection.

A Life of Balance and Community

Outside the office, Jon is an avid hiker, former baseball coach and passionate community advocate.

He’s served as board chair of a local performing arts venue and actively supports WildHeart, a nonprofit revitalizing underserved neighborhoods in Harrisburg. A believer in personal growth, Jon practices meditation and values staying grounded—so he can show up fully for both his clients and his team.

CA Insurance License Number: 4215182. Resident State PA.
 
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

With a decade-plus career spanning investment consulting, sales leadership and financial advising, Tim brings a blend of industry knowledge and personal warmth to his role. As First Vice President – Investments at Woven Wealth Management Group of Wells Fargo Advisors, he partners with clients to create thoughtful, tailored investment strategies that reflect their goals, values and life circumstances.

A Versatile and Insightful Professional

After earning an economics degree from West Virginia University, Tim began his career at Morgan Stanley as an Investment Product Consultant. He continued to deepen his investment knowledge at Delaware Investments, where he worked closely with advisors to provide solutions across a range of product offerings.

In 2013, Tim joined Wells Fargo Advisors, initially serving as an Area/Market Sales Manager for West Virginia and Pennsylvania. In that role, he supported more than 250 financial advisors, providing tools, resources and insights to help them better serve their clients. His ability to adapt and lead in high-demand environments earned him a reputation as a go-to resource for both advisors and clients.

In 2019, Tim transitioned into a client-facing financial advisor role with the Woven Wealth Management Group The move was both a professional and philosophical fit, aligning with his values of collaboration, transparency and deeply personalized service.

Tim holds FINRA Series 7, 66, 9, and 10 securities registrations, along with his insurance license—credentials that position him not only as a trusted advisor but also as a leader capable of guiding others. He takes pride in his Series 9 and 10 supervisory designations, which speak to his depth of industry expertise.

A Personalized and Client-Centered Approach

Tim is known for making complex topics approachable and loves seeing “the lightbulb go on” when he connects with his clients. He enjoys helping them discover their financial “why”—bringing clarity and confidence to decisions that shape their future.

Whether he’s designing a plan from scratch or refining an existing strategy, Tim tailors every approach with the client’s best interest in mind.

Grounded in Family and Community

Outside of the office, Tim enjoys life with his wife, Alicia, and their two young children. He’s a proud West Virginia University alum, an avid college basketball fan and a lover of the outdoors—whether it’s hiking, fishing or a weekend on the golf course. He remains deeply connected to his roots and is passionate about mentoring the next generation of financial professionals.

Andy brings versatility, heart, and a strong belief in the power of presence to his role as Vice President – Investment Officer at Woven Wealth Management Group of Wells Fargo Advisors. As the lead advisor for a diverse group of clients, Andy is driven by a simple but powerful philosophy: live your legacy, don’t just leave one. He helps clients gain clarity, take meaningful action, and make the most of every moment.

A Ground-Up Career Built on Grit and Relationships

Andy graduated from Shippensburg University with a degree in business administration, majoring in finance. He launched his career at just 22 years old with Edward Jones in State College, building his business from the ground up—knocking on doors, making cold calls and learning firsthand what it means to earn trust one conversation at a time. Over the course of a decade there, he gained deep experience across the investment spectrum and mentored over 20 new financial advisors, passing on the lessons he learned.

In 2022, Andy joined Wells Fargo Advisors and shortly thereafter became part of the Woven team. Today, he serves as the primary advisor for his valued clients, coordinating across investments, insurance, retirement plans and tax and estate planning strategies. He also brings deep expertise in helping small businesses prepare for the future.

Relational by Nature, Strategic by Design

Andy is a natural connector who leads with care before diving into investment strategy. He’s known for forming close, trust-based relationships—clients often remark that it feels like working with family. One client’s neighbor once mistook him for her grandson, a reflection of the depth of his compassion and attentiveness.

Within the team, Andy is seen as a "jack-of-all-trades" and plays a critical role in long-term client continuity, having taken over relationships from retiring advisors and built bonds with clients’ children and grandchildren.

Outside the Office

Andy lives in Central Pennsylvania with his wife, Monica, an occupational therapist, and their five beloved pets—two dogs, Cooper and Meatloaf, and three cats. He’s an avid golfer and a fan of live music and escape rooms. He’s also a proud supporter of the Cystic Fibrosis Foundation and Wildheart, a nonprofit revitalizing underserved neighborhoods.

Whether with clients or in the community, Andy is committed to making every moment matter.

With wide-ranging experience that spans a Wall Street trading desk, institutional risk management, and over two decades in financial markets, Constantin is known for his analytical rigor, honesty and dedication to doing what’s right for his clients—no matter how complex the situation.

Hard-earned Expertise and Integrity

Constantin’s path began at Penn State, where he earned a degree in Real Estate/Finance with a minor in Economics. Early roles at Eaton Vance and KPMG immersed him in shareholder services and fixed income derivatives, giving him a deep understanding of financial markets from both front and back-office perspectives.

He went on to earn the Chartered Financial Analyst (CFA) designation—recognized globally for its emphasis on ethics, investment analysis and portfolio management. Over the next 24 years at Morgan Stanley, he built a career defined by clarity, mentorship and client-first solutions. In 2024, he joined the Woven Wealth Management Group of Wells Fargo Advisors, recruited by Financial Advisor Jon Levin, a former mentee.

A Transparent and Tactical Philosophy

As the team’s dedicated portfolio manager, Constantin is focused solely on investment strategy. His approach is grounded in analysis—not sales—and he avoids proprietary products, instead focusing exclusively on what will serve the client’s best interests in every case.

Whether evaluating interest rate sensitivity, portfolio duration or complex bond structures, Constantin brings a deep institutional mindset to private client portfolios. He checks “under the hood” on every solution and isn't swayed by asset size—he tells clients what they need to hear, not what they want to hear.

As the internal skeptic, he also pressure-tests every new idea within the team to ensure alignment with long-term client outcomes. For Constantin, intellectual honesty always comes first.

Outside the Office

Constantin lives in State College, PA with his partner, Kathy. He’s an avid sporting clays competitor (which he says is more addictive than golf), fly fisherman and lover of Arizona’s high desert.

He supports the Centre County Youth Service Bureau, where he’s served on the board and helped launch a donor-led fund—combining his financial skill with a passion for helping vulnerable youth.

For more than twenty years, Amy has brought a wealth of experience, reliability and warmth to her role as a Financial Consultant. Known for her unwavering commitment to clients and her ability to anticipate needs before they arise, Amy is a steady presence for both clients and colleagues alike.

Building Relationships with Expertise and Trust

Amy began her financial journey early, completing internships with UBS and Raymond James while earning her business degree. She joined Wells Fargo Advisors in 2007 and quickly established herself as a dependable and resourceful Client Associate, supporting up to eight advisors and managing the fast-paced nature of the role with ease. Within a year, she earned FINRA Series 7 and 66 securities registrations, moving into a more hybrid role that blended client service with investment responsibilities.

Over the years, Amy became the go-to professional for onboarding new advisors and managing complex client transitions from other firms—successfully navigating four major transitions in the early years of her career. She joined the Woven Wealth Management Group of Wells Fargo Advisors in 2025, though she has known and worked alongside Financial Advisor Jon Levin since the very beginning of her career.

Now based in the Hollidaysburg office, Amy supports the broader team, balancing client care, operational efficiency and mentorship responsibilities.

Steady and Compassionate

Amy is deeply valued for her institutional knowledge, systems expertise and ability to “keep the trains running.” She handles a wide range of tasks, from account maintenance and wire transfers to collaborating on investment-related client needs.

She also serves as a mentor and is often the primary contact for clients who know that when they call Amy, they’re reaching someone who genuinely cares. Her favorite part of the job is building lasting relationships and being the first call when a client needs help, big or small.

Family First, Always

Outside the office, Amy is a devoted wife to Drew, a network engineer, and proud mom to Aden, a busy teen and athlete. Whether cheering from the sidelines or managing the family calendar, Amy’s heart is always with her family—and that same care shows in every client relationship she builds.

With decades of experience and a dedication to service, Sharon embodies warmth and steadiness as a Financial Consultant at Woven Wealth Management Group of Wells Fargo Advisors. Clients know Sharon as someone they can trust—especially in moments of change. She is there to help, offering both practical guidance and a calming presence through life’s transitions.

A Legacy of Service and Adaptability

Sharon began her career in investment services after studying Business and Accounting, launching into the industry as a mutual fund representative with First Investors Corporation. She transitioned into brokerage services at EF Hutton, where she steadily expanded her responsibilities and grew her expertise. Over the years, Sharon earned her Finra Series 6, 7, 63 and 66 securities registrations —evolving with the changing landscape of the industry.

For more than 30 years, she worked alongside two well respected industry veterans, supporting generations of clients and becoming a pillar of consistency for the practice.

She officially joined Wells Fargo Advisors in 2010 along with former financial advisor, Ronald Isaacman, and became part of the Woven Wealth Management team in 2019, continuing to service Ron’s clients while building new relationships within the practice.

Empathy, Continuity, and Creative Solutions

Sharon blends advisor-level strategy with the hands-on support of a service professional. She is known for offering solutions when others might hit roadblocks—finding creative ways to meet client needs, especially during times of stress or complexity. Her focus is never just on the numbers, but on the full picture of a client’s life.

Many of her client relationships span decades and generations. She carries forward Ron’s legacy by honoring his memory in her work every day.

Life Beyond the Office

Sharon has one daughter, Mary, and recently added a son-in-law to the family. Outside of the office, she maintains an active life, almost always in the company of her beloved golden retriever, Posie.

With over 30 years of industry experience, Shelly has built a reputation as a reliable and deeply knowledgeable client service professional. As a Senior Registered Client Associate and Officer at Woven Wealth Management Group of Wells Fargo Advisors, she serves as the first point of contact for many clients—bringing warmth, professionalism and a reassuring presence to every interaction.

Mixing Dedication with Familiarity

Shelly began her career in financial services at Prudential Securities, following earlier experience in the life insurance industry. Initially applying for an administrative assistant position, she quickly became immersed in the fast-paced world of wealth management. Over the years, she has grown with the firm—through its evolution into Wells Fargo Advisors and her progression into a senior-level role.

Throughout her 33-year tenure, Shelly has developed an exceptional understanding of the operations that support long-term client relationships. Holding both her Finra Series 7 and 63 securities registrations, she is highly qualified to handle a wide range of service needs, from account maintenance and paperwork to money movement and client inquiries.

A Familiar Voice, A Steady Hand

Shelly is often the first voice clients hear when they reach out to the team—and it’s a voice they’ve come to trust. Known for her warmth, patience and attention to detail, she treats every interaction as an opportunity to offer support and peace of mind. She takes particular care with more senior clients, ensuring each conversation is clear, compassionate and helpful.

Whether it’s a routine service request or a more complex logistical issue, Shelly is committed to consistency, efficiency and kindness. She thrives on the variety each day brings and finds fulfillment in being available when clients and colleagues need her most.

A Life Rooted in Family and Hard Work

Shelly and her husband, Brook—a self-employed auto technician—have been married for over 30 years and share three grown sons. Raised in a working-class family, she spent her early years helping at her father’s service station.

Today, she enjoys vacationing with friends, tackling home improvement projects and visiting the beach or Gatlinburg, Tennessee—recharging so she can continue being the steady, dependable presence her clients count on.

With a calm, supportive presence and a growing depth of financial knowledge, Gavin serves as a reliable first point of contact for clients at Woven Wealth Management Group of Wells Fargo Advisors. Whether coordinating meetings, handling account requests or helping ensure the advisors stay on track in a fast-paced environment, Gavin is there to help—offering timely support and steady communication every step of the way.

A Career of Service and Growth

GGavin joined Wells Fargo Advisors as a Client Associate in 2023, following a successful summer internship with the Woven Wealth team. A graduate of Mount St. Mary’s University with a degree in business administration, he is currently pursuing his MBA at the same institution, focusing on finance. He recently earned his SIE securities registration and is now working toward other professional licensing as he prepares for a future transition into an advisory role.

Before transferring to Mount St. Mary’s, Gavin also attended Duquesne University, where his academic and athletic experiences shaped a strong foundation in leadership, time management and team dynamics. His time as a collegiate soccer player—and three-year team captain—taught him how consistency, empathy and clear communication can strengthen trust and cohesion, both on and off the field.

A Calm, Capable Approach

At Woven Wealth Management, Gavin supports Senior Financial Advisors Jon Levin and Tim Mairs, assisting with scheduling, money movement and client service. Known for remaining calm under pressure and handling multiple tasks with precision, he plays a vital behind-the-scenes role in keeping client experiences smooth and organized.

Gavin finds real purpose in easing clients’ stress—helping callers feel heard, informed and confident. For him, the best part of the job is knowing he’s made someone’s day easier.

Building a Life of Impact

Outside the office, Gavin enjoys hiking, sports and spending time with family and friends. A self-described “simple guy,” he values connection and purpose. He is also an active supporter of Wildheart, a local nonprofit focused on neighborhood revitalization, and looks forward to participating in more service opportunities with his team in the future.