Timothy E. Benner, ChFC^®

Tim has been in the financial services field for over 25 years and has over 30 years business experience.

Tim helps his clients simplify and coordinate their finances to help them work towards their goals for the reasons that are most important to them.

            “I take my role as your trusted advisor seriously and by collaborating with a team of professionals, we are able to help you by creating a tailored financial plan aligned with your most important goals and most deeply held values. This plan is then reviewed regularly and adjustments made, if needed, to keep you on track. We will help to hold you, as well as ourselves, accountable so that the necessary tasks are handled on a pro-active basis rather than on a re-active one.”

Tim assists clients with retirement planning, long-term care planning, investment planning, asset allocation and insurance planning. In recent years he has focused his practice towards helping people implement "Values Based Financial Planning" into their lives.

A 1984 graduate of The Pennsylvania State University, Mr. Benner holds Series 6, 63, 7 and 24 securities registrations. To further his financial services education he has completed several advanced courses through the American College and has achieved the Chartered Financial Consultant designation (ChFC®).

Mr. Benner can be counted on as a trusted financial professional that operates with integrity. He understands that working in a small community allows only one chance at building a good reputation.

Active in the local community Mr. Benner is a past president of the Milton Rotary Club and is a member of the West Branch Association of Insurance and Financial Advisors and the Financial Services Institute. 

He and his wife Marcy are also active volunteering their time to local animal rescue and service organizations