We look forward to providing you with exceptional customer service and financial guidance.
Tim began his career in the financial services industry in January 1992 as a paraplanner at IDS Financial Services and opened his financial advisor office in 1994. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1996, and, in 2003, joined Commonwealth Financial Network®. In 2010, the practice adopted the name Weller Group. Tim is the founding member and senior advisor at Weller Group.
Weller Group is located in the finger lakes region of New York, just south of Lake Ontario. The practice has five financial advisors and four non-licensed employees. The office operations have been mostly created by and exclusively managed by Tim’s longest-tenured employee and sister, Christine, since she started in 1995.
Tim and his wife, Lara, grew up and continue to reside in Ontario. They have two daughters, Jordyn and Camryn. The family enjoys spending time together at home and in Rincón, Puerto Rico.
Timothy A. Weller is proud to have been recognized as a Leaders Level advisor annually, from 2012 through 2022—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Adam joined Weller Group in October 2020 and became a co-owner of Weller Group LLC in January 2021. He began his career as a Financial Advisor in December 2014. Adam received his Bachelor's degree from SUNY Brockport and went on to obtain his AAMS® professional designation through the College for Financial Planning. He maintains FINRA Series 7 and 66 securities registrations and licenses for life, health and variable insurance, and is studying to obtain the CERTIFIED FINANCIAL PLANNER™ certification.
Adam grew up and continues to reside in Marion, with his wife and three children and is active in the local community.
Chris, one of Tim's sisters, began working with Tim in October 1995 as his office assistant. She is now the director of operations and became a co-owner of Weller Group LLC in January 2021. Chris is responsible for maintaining office efficiency and assisting all advisors with client requests. She oversees the support staff with daily tasks, processes all client and account paperwork, and assists in establishing and maintaining operational processes within the office. She is a New York state notary public and is able to provide notarization for clients who require this service. Chris and her husband, Philip, reside in Ontario with their rescue dogs, Dexter and Rebel. She enjoys reading, camping, boating, and antiquing.
Matt has been in the financial services industry since 2007. He joined Weller Group in January 2015 as a financial advisor. Matt maintains FINRA Series 6, 7, and 63 securities registrations and licenses for life, health, variable, and long-term care insurance in several states. Matt is also licensed as a Retirement Income Certified Professional® (RICP®) through The American College of Financial Services®.
Matt and his wife, Lindsy, reside in Webster, New York, with their two daughters, Olivia and Emilia. Matt is an avid golfer and enjoys participating in other sports throughout the year.
Dillon began working with Weller Group in 2013 during high school as an intern on projects, research, and financial reports. He joined Weller Group as a full-time paraplanner in June 2018 and officially moved into the role of a financial advisor in September 2021. Dillon obtained his FINRA Series 7 and 66 securities registrations and is studying to obtain the CERTIFIED FINANCIAL PLANNER™ certification.
Dillon grew up in Webster and graduated in 2018 from Clemson University, South Carolina, with a BS in health science administration. He enjoys golfing, exercising, outdoor activities, and participating in sports throughout the year. He also enjoys spending time with his family, of which he is the oldest of seven children.
Dan joined Weller Group in August 2021 as a full-time paraplanner and moved into the role of a financial advisor in May 2022. Dan began his career as a Financial Advisor in January 2019. He maintains FINRA Series 7 and 66 securities registrations and licenses for life, health and variable insurance. Dan is also an active member of the United States Coast Guard.
Dan grew up in the city of Rochester before moving to Ontario, and graduated High School at Wayne Central. Dan attended Monroe Community College, where he earned an Associate’s degree in Sport Management. Dan then attended the University of Mary Washington, where he earned a Bachelor’s degree in Business Administration. Dan now resides in Penfield with his wife Allison, who he met at Wayne Central. Dan enjoys spending time with his wife and family, traveling, as well as various sports and outdoor activities.
Jennifer, one of Tim’s sisters, began working at Weller Group in September 2008. Her responsibilities include research and projects to maintain practice efficiency; maintaining the client database, company website, social media platforms, advertising and company events; training of employees and interns; and assisting advisors with client requests.
Jen and her husband, Matt, reside in Ontario with their four young children, the youngest born March 2023. Jen enjoys reading, singing, fitness, and outdoor activities, including working on completing hiking the 46 Adirondack high peaks.
Joe graduated from Elmira College in June 2021 earning a Bachelor of Science degree, with dual majors in finance and business administration. He joined Weller Group in August 2021 as a planning assistant, which involves client data processing, financial research, and attending client-advisor meetings to take notes and send meeting summaries to our clients.
Joe is originally from Wethersfield, Connecticut and now lives in Ontario. He was a member of the basketball and volleyball teams at Elmira college. In his free time, he enjoys playing basketball, volleyball, and golf.
Alexa began working part-time with Weller Group in 2019 assisting staff with data entry projects and database maintenance. She joined our team as a full-time planning assistant in June 2023. Her responsibilities include attending meetings between advisors and clients to take notes and send email summaries to clients, as well as data processing, gathering forms and documents, and financial research.
Alexa grew up in Walworth and is a Wayne Central graduate. She graduated from University of Rochester in May 2023 earning a Bachelor of Science degree, with dual majors in finance and accounting. She enjoys spending time with family, traveling, golfing, and is a big sports fan.
Ashley joined Weller Group in August 2022 as a Client Service Associate. She brings a wealth of experience in client service and relations to our team. Ashley's responsibilities include communication with clients in office, by phone and email; appointment scheduling, preparation and follow-up tasks; database management and more. She is a New York state notary public and is able to provide notarization for clients who require this service.
Ashley grew up in Ontario and is a Wayne Central graduate. Ashley and her husband, Nick, reside in Ontario with their three children. She enjoys spending time with her family, camping, listening to podcasts, and cheering her kids on at their sporting events.