Our Team

Owner & Financial Advisor

(ext. 101)

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, one licensed paraplanner, one licensed planning assistant and three 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.

RETURN TO OUR TEAM

Adam Casper, AAMS^®

Financial Advisor

(ext 105)

Adam joined Weller Group in October 2020. 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® designation through the College for Financial Planning, as well as FINRA Series 7 and 66 securities registrations. 

Adam grew up and continues to reside in Marion, with his wife and three children.

RETURN TO OUR TEAM

Director of Operations

(ext. 102)

Chris, one of Tim's sisters, began working with Tim in October 1995 as his office assistant. She is now the director of operations at Weller Group and is responsible for maintaining office efficiency and assisting Tim with client requests. Chris 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.

RETURN TO OUR TEAM

Financial Advisor

(ext. 109)

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.  

RETURN TO OUR TEAM

Paraplanner

(ext. 108)

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.

RETURN TO OUR TEAM

Planning Assistant

(ext. 106)

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.

RETURN TO OUR TEAM

Director of Client Service & Practice Management

(ext. 103)

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.

RETURN TO OUR TEAM

Receptionist

(ext. 104)

Michele began working at Weller Group in November 2013.  She is most often the first voice you will hear when you call the office, and will greet you upon arriving at the office. Her responsibilities include fielding incoming phone calls, scheduling appointments, speaking with clients upon arriving at and leaving the office, as well as assisting advisors with client requests.

Michele resides in Webster with her family and rescue dog.  She enjoys music, reading, exercising and spending time with family.

RETURN TO OUR TEAM