Tim is the Founder and CEO of Financial Guide LLC and a proud graduate of Lycoming College in Williamsport, PA, with a Bachelor of Arts in Business Administration and Economics. Since then, he has pursued various designations to enhance his expertise for clients, including MSFS, CFP®, C(k)P®, AIF®, CLU®, ChFC®, CLTC®, CEPA, and Certified Family Business Specialist.
Professionally, Tim’s impact is felt far and wide. He is a member of The Retirement Plan Advisory Group (RPAG), a national strategic alliance of over 2,000 advisors . RPAG members manage 152,000+ retirement planswith strategic, expertly crafted consulting services for Qualified and Non-Qualified Plans with more than $1.6 trillion collective assets under influence . Tim and his team are personably responsible for confidently implementing and managing 30+ retirement plans with $406 millionin assets under influence. Previously, Tim also served as President of the National Association of Insurance and Financial Advisors – Greater Philadelphia (NAIFA-GP) from 2011 to 2012, advocating for excellence in the profession.
Outside the office, Tim is a true family man. He shares his life in Buckingham, PA with his wife, Lisa, and together they’re immersed in the rewarding challenge of restoring a historic barn that dates back over 200 years. This unique project isn't just about preservation; it’s about creating a welcoming space for family gatherings. With their son Tim, daughter Brynn, son-in-law Joe, and their lively grandsons, Leo and Chase, weekends often revolve around laughter, music, and the joy of togetherness
In every aspect of his life, Tim exemplifies a blend of professionalism and personal connection, making him not just a financial guide, but also a trusted partner for those seeking to meet their goals and aspirations.
CREDENTIALS:
- Master of Science in Financial Services (MSFS) a master’s degree conferred by the American College, Bryn Mawr, PA
- Certified Financial Planner (CFP®) a certification conferred by the Certified Financial Planner Board of Standards, Washington, DC
- Certified 401(k) Professional (C(k)P®) a designation conferred by The Retirement Advisor University in CO
- Accredited Investment Fiduciary (AIF®) a designation conferred by the Fiduciary 360 and the Center for Fiduciary Studies, Pittsburgh, PA
- Chartered Life Underwriter (CLU®) a designation conferred by the American College, Bryn Mawr, PA
- Chartered Financial Consultant (ChFC®) a designation conferred by the American College, Bryn Mawr, PA
- Certification in Long-Term Care (CLTC®) a designation conferred by the Corporation of Long-Term Care Certification
- Certified Family Business Specialist (CFBS) a designation conferred by the American College, Bryn Mawr, PA
- Certified Exit Planning Advisor (CEPA) a designation conferred by the Exit Planning Institute
- Life & Qualifying Member of Million Dollar Round Table for 20 consecutive years and has been amember since 2003
- Five Star Wealth Manager qualifier for 10th consecutive year
- Honored by the Society of Financial Service Professionals as a 2002 recipient of the Paul S. Mills Scholarship, awarded for commitment to ethical practice, lifelong education, and volunteerism in the financial services industry, the highest honor awarded SFSP’s 24,000 members.