I am a Wealth Management Advisor, with 25+ years of experience, specializing in investment management, retirement and estate planning, including planning for families with special needs children.

My mission is to provide a holistic approach to bring peace of mind and confidence to help families move forward during any stage of life. I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

I reside in Newtown, PA with my three children, Nicholas, Amanda and Danielle together with horses, mini-donkeys and dogs.

Tim began his career in financial planning with Northwestern Mutual in 2005. He left for a period of time to gain experience with a global public accounting firm and obtained his Certified Public Accounting (CPA) license. He re-joined the team in 2014 as a Wealth Management Associate. He is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining the Series 7 and 66 securities registrations and his Life, Accident & Health insurance licenses. His responsibilities include preparing individualized personalized financial plans, constructing investment proposals to ensure proper asset allocation, and facilitating all aspects of operations to satisfy our clients’ needs.

Tara joined our team in 2008 bringing with her a vast knowledge of investments and insurance experience. In 2011, Tara became the Director of Network Office Supervision for our network office, gaining invaluable knowledge and compliance expertise in our ever changing industry. After a brief time away, Tara re-joined our team as an Investment Associate in 2020. She is a registered representative of Northwestern Mutual Investment Services, LLC maintaining her Series 7, 9, 63, and 10 securities registrations as well as her Life, Accident & Health insurance licenses. Her responsibilities include preparing financial plans, portfolio asset allocation, implementing recommendations and assisting in all day to day operations.

Heather graduated from Widener University in 2006 with a degree in Business Management. She became an Associate Financial Representative with Northwestern Mutual in 2007 and joined our team as an Investment Operations Associate in 2008. She focuses on client relationships, primarily investment account service.

Cheri joined our team in 1997, after a successful marketing career in the field of architecture. She serves as the first point-of-contact and first impression of our busy group. Her primary responsibilities are marketing and client relations, with a goal to ensure continuous client satisfaction and retention by providing the highest level of service with a personable and professional approach.