Our President

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.

Trusted Advisor

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).

Tim is a consumer advocate and can be heard every Saturday at 10:00 am Eastern on WHP 580 AM Harrisburg providing financial guidance and answering questions from callers on his radio show, “Financial Freedom.”

His book, "The Sleep-Well-At-Night Investor," discusses the deceitful practices of the mutual fund industry and how to confidently invest financial assets.

Tim is frequently a source for local and national media. Tim has in the past and continues to contribute many articles to Harrisburg's Patriot News, The Lancaster News and the Central Penn Business Journal. He has been a source for and quoted in The Wall Street Journal. He has also made several television appearances including featured spots on ABC 27 News, CBS 21 News, WITF's Smart Talk, and WGBC’s American Visions.

Frequently requested as a speaker, Tim provides talks at church groups, charitable organizations, and social functions as well as seminars and workshops for tax accountants and corporations.

Professional Accomplishments

• Top 12 Registered Investment Advisors in Central Pennsylvania in 2018 by the Central Penn Business Journal¹
• Top 12 Asset Managers in Central Pennsylvania in 2018 by the Central Penn Business Journal²
• Forty Under 40 Winner in 1999. An award presented by the Central Penn Business Journal recognizing forty of the region’s most dynamic business leaders under the age of 40 for their commitment to business growth and the professional excellence they bring to their community.
• Fidelity Investments Advisor Council in 1994, 1995, and 1999
• Who’s Who in Leading American Executives in 1991 and 1992

Personal

Moving to Central Pennsylvania in 1984, Tim co-founded ISI in 1985 and eventually transformed the firm into a 100% fee-only financial planning and wealth management firm.  Active in other areas of the community as well, Tim has coached high school and college basketball, and has also worked with area youth programs. Tim attended Grace College of the Bible in Omaha, Nebraska. He and his wife reside in Lancaster County.

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¹The Central Penn Business Journal’s list of registered investment advisors is limited to firms in or near Adams, Cumberland, Dauphin, Franklin, Lancaster, Lebanon, Perry or York counties. Information came from the individual companies, the U.S. Securities and Exchange Commission, the Pennsylvania Securities Commission and other Business Journal research. Rankings are based on assets under management. The ranking is not indicative of the investment adviser’s future performance.

²The Central Penn Business Journal’s list of asset managers was limited to those in or near Adams, Cumberland, Dauphin, Franklin, Lancaster, Lebanon, Perry or York counties. Information came from the individual companies and other Business Journal research. Rankings are based on assets under local management. The ranking is not indicative of the investment adviser’s future performance.