Tim has over 30+ years of experience in the financial planning industry. He has held investment advisory and national director positions at Cigna, Angeles Securities, and Capital Analysts Incorporated. Since 1986, Tim has provided advice to the owners of privately held businesses and families on their personal trust and retirement portfolios. His clients value his unique perspective in asset management and tax planning. He currently advises on over $220 million of assets under management (as of May 19, 2015).

Tim holds a Certified Financial Planner (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also acts as a General Securities Principal and Registered Representative of Comprehensive Asset Management & Servicing, Inc. He graduated from Assumption College in 1973 with a Bachelor's Degree in Psychology. Tim is an Investment Advisor Representative with Kistler-Tiffany Advisors.

Tim has served on a number of industry boards, including the Capital Analysts Incorporated Advisory Board and the KTA Funding Hope Foundation. He is a current board member of eMoney Advisor and Beat Cancer.

Tim and his wife, Elizabeth, have three children and live in Chester Springs, Pennsylvania. 

Administrative Assistant:
Laura Wadlin

Phone 610-722-3338