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 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 three financial advisors, two licensed paraplanners, one licensed planning assistant 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 for 2019—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 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.
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 Tim 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 dog, Dexter. 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.
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 and events; training of employees and interns; and assisting advisors with client requests.
Jen and her husband, Matt, reside in Ontario with their three young children. She enjoys reading, outdoor activities, and crafts in her spare time.
Dillon has worked with Weller Group since 2013 during summers and school breaks as an intern working on financial data reports, database projects, and assisting staff with various other projects. Beginning in June 2018, Dillon joined our team as a full-time paraplanner. Dillon has obtained his FINRA Series 7 and 66 securities registrations and is studying for his insurance licenses. He is working toward becoming a servicing advisor.
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. Dan began his career as a Financial Advisor in January of 2019. He maintains FINRA Series 7 and 66 securities registrations and licenses for life, health and variable insurance. He is working toward becoming a servicing advisor.
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 travelling and spending time with his wife and family. He also enjoys hunting, fishing, baseball, golf, tennis, exercising, and taking his dog “Chewie” for walks.
Luke began working with Weller Group as an intern during college breaks in 2019, and joined our team full-time in January 2020 as a Planning Assistant. His responsibilities include working on financial projects, and assisting advisors with meetings and research. Luke has obtained his FINRA Series 6 and 63 securities registrations, and licenses for life and health in New York. He is working toward becoming a servicing advisor.
Luke grew up in Webster and graduated from Bowling Green State University in June 2019 earning a bachelor's degree in business with a specialization in finance. He enjoys spending time with family, golfing and exercising.
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 paraplanner, which involves client data processing, research for financial information, and assisting clients with Investor360 troubleshooting.
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.
Michele began working at Weller Group in November 2013. She is most often the first voice you will hear when you call the office. Her responsibilities include fielding incoming phone calls and scheduling appointments.
Michele resides in Rochester with her family and rescue dog. She enjoys music, reading, exercising and spending time with family.