Your Dedicated Team

Our attention to client service is what sets us apart. Your team is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question do not hesitate to contact us.

Photo of Wealth Management Associate Timothy B Barber

Timothy B Barber

CPA, CFP®, ChFC®

Wealth Management Associate

Tim began his career in financial planning with Northwestern Mutual in 2005. He left for a period of time to gain experience with a global public
accounting firm and obtained his Certified Public Accounting (CPA) license. He re-joined the team in 2014 as a Wealth Management Associate. He is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining the Series 7 and 66 securities registrations and his Life, Accident & Health insurance licenses. His responsibilities include preparing individualized personalized financial plans, constructing investment proposals to ensure proper
asset allocation, and facilitating all aspects of operations to satisfy our clients’ needs

Photo of Investment Associate Tara J Bianchino

Tara J Bianchino

Investment Associate

Tara joined our team in 2008 bringing with her a vast knowledge of investments and insurance experience. In 2011, Tara became the Director of Network Office Supervision for our network office, gaining invaluable knowledge and compliance expertise in our ever changing industry. After a brief time away, Tara re-joined our team as an Investment Associate in 2020. She is a registered representative of Northwestern Mutual Investment Services, LLC maintaining her Series 7, 9, 63, and 10 securities registrations as well as her Life, Accident & Health insurance licenses. Her responsibilities include preparing financial plans, portfolio asset allocation, implementing recommendations and assisting in all day to day operations.

Photo of Investment Operations Associate Heather C Kelly

Heather C Kelly

Investment Operations Associate

Heather graduated from Widener University in 2006 with a degree in Business Management. She became a
Financial Representative with Northwestern Mutual in 2007 and joined our team as an Investment Operations Associate in 2008. She focuses on client relationships, primarily investment account service. 

Photo of Associate Financial Representative Asha Sanghvi

Asha Sanghvi

Associate Financial Representative

Photo of Client Relations Manager Cheri A Pinelli

Cheri A Pinelli

Client Relations Manager

Cheri joined our team in 1997, after a successful marketing career in the field of architecture. She serves as the first point-of-contact and first impression of
our busy group. Her primary responsibilities are marketing and client relations, with a goal to ensure
continuous client satisfaction and retention by providing the highest level of service with a personable and professional approach.