Tim is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA). He earned his graduate degree in finance/portfolio management with honors from Loyola College and an accounting undergraduate degree from James Madison University. Tim holds a Series 7/66 securities license and a life/health insurance license.Tim has varied professional experience in the financial services industry and has counseled clients about their wealth management needs since 1998. He specializes in helping individuals, families and business owners find financial success.
“My experience has convinced me that most people need professional wealth planning to increase the chances of realizing their dreams. Partnering with a trusted professional advisor brings discipline and consistency to your personal financial planning and is the best way to realize your most important goals.”
Tim lives in York with his wife Carrie and daughter Abigail. He is active in several professional and community organizations in south central Pennsylvania.
Zachary J. MyersZach is a graduate of Shippensburg University with a Bachelors of Science in Business Administration – Finance. Zach specializes in risk management planning and delivers life, disability, health and long-term care insurance solutions for our clients.
In addition, Zach serves on our client relationship teams, providing client service and financial planning support for our wealth advisors. He was born and raised in York and lives on his family farm, lending a hand with the family Christmas tree business and farm market stand.
Heather Seward
Heather has been with Living Wealthy Advisors since 2005. She serves as our director of first impression, maintains our office systems and in general keeps our business running smoothly. Heather actively serves our clients by handling their routine needs.Heather earned a degree in computer information systems from the State University of New York College of Technology. She hails from Baltimore and lives with her husband Sam and four children in York.
