Tim is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., and Registered Representative with Valley National Investments, Inc. He is also a Licensed Insurance Agent in Pennsylvania, New Jersey and Florida.
Tim loves working with people, and adding value to their lives. “I am open and honest about what you need,” says Tim. “I want to find out what’s going on and how we can get you in a better position.”
I make it a priority to understand each
person’s goals, aspirations and personalities
so that I can customize planning strategies.
Tim assists clients with comprehensive financial planning, including retirement plans, investment management, risk management, and tax planning and return preparation. He believes that working with individuals and families on long-term planning and navigating financial options requires a relationship based on mutual respect and understanding.
“I talk about everything with my clients. I know them well and they know me well, and that creates a level of trust that I feel is vital when considering financial decisions.”
In addition to his role as Financial Advisor, Tim serves as a team leader and mentor at Valley National. He is also part of the Valley National Financial Advisors Investment Committee – providing experienced, in-depth financial analysis to determine appropriate investment opportunities for clients.
Outside of work, Tim, his wife and their two children enjoy time together in the great outdoors. Tim enjoys camping, hiking, mountain biking, playing golf and bowling. He is a Board Member for the Slate Belt USBC Bowlers Association and volunteers as a mentor and coach at Blue Valley Lanes. Tim also serves on the Investment Committee for the United Way of the Greater Lehigh Valley.
- BS – Management and Marketing, Pennsylvania State University, University Park, PA
- Certified Financial PlannerTM (CFP®)
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent (PA, NJ, FL)
Affiliations / Awards
- Investment Committee, United Way of the Greater Lehigh Valley
- Slate Belt USBC Bowlers Association, Board Member
- USBC Certified Bronze Level Coach
- PennState Alumni Association, Member
- PennState Lehigh Valley Alumni Association, Member
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers, Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.