Meet Our Team

An independent, fee-only financial advisor with over 31 years of experience, Tim has helped clients maximize financial security for themselves, their loved ones, and even their employees.   With hard work, integrity, and genuine concern for each client, Tim, along with his caring staff of many years, has built ISI Financial Group into a respected financial advisory firm managing over $300 million in assets for clients.

Tim’s "Sleep-Well-at-Night" approach to wealth management resonates with clients who value a sincere effort to make them comfortable with their investments. Tim knows that trust and confidence are the primary factors when clients ask him to manage their financial affairs. It is that same trust and confidence that leads clients to refer their friends, family and colleagues. Finally, knowing that Tim invests his own money in the same investment vehicles that he recommends to his clients helps them feel secure in their choice to work with ISI Financial Group.

Tim is proud to be a fee-only financial advisor and fiduciary. He has received formal training in investment fiduciary responsibility and has earned the Accredited Investment Fiduciary^® professional designation (AIF^®), awarded by the Center for Fiduciary Studies, associated with the University of Pittsburgh. The Center for Fiduciary Studies owns the marks AIF^® and AIFA^®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.

Tim also holds the designation of Professional Plan Consultant (PPC) and is a member of the National Association of Personal Financial Advisors (NAPFA).

Laura is a financial advisor who assists with client service needs and provides financial guidance. She develops personalized financial plans under Tim’s guidance and works with clients to explain all of the financial details of their investment accounts. Laura assists in the firm’s client account rebalancing program. In addition, she facilitates any paperwork needed to open, transfer, or close investment accounts, places buy and sell orders under Tim’s direction, sets up automatic additions and distributions and any other changes or updates to investment accounts. Laura graduated from Penn State University with a Bachelor's Degree in Hotel, Restaurant and Institutional Management. She joined the firm in 1995.

Christine's client service responsibilities include facilitating all paperwork to open, transfer or close investment accounts, placing trades under Tim’s direction, arranging automatic purchases and distributions and other changes and updates. She is available to handle client questions about their investment accounts and processes the required minimum distributions for clients with IRA accounts. Christine also assists in the firm’s client rebalancing program and works with Tim on compliance and licensing requirements. Christine attended the University of Delaware and Millersville University majoring in Occupational Safety and Hygiene Management. She joined the firm in 1997.

Lori manages the content and flow of the firm's client communications including website, E-newsletters, periodic mailings, webinars, and teleconferences. She works closely with Tim to develop and implement strategic communication of information to clients as well as prospective clients. She is the contact person for all media inquires and coordinates all of Tim’s media appearances, editorial contributions, and speaking engagements. She is also responsible for planning and coordinating ISI’s client events and public workshops. Lori graduated from Penn State University with a Bachelor's Degree in English. She joined the firm in 1998.