My Team
I take customer service very seriously. So does my team. Together, we are committed to providing exceptional service to all of our clients. If you need to schedule an appointment or request any service, please let us know. We will respond promptly.
Timothy B Barber, CPA, CFP®
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 and is an Associate Wealth Management Advisor with Northwestern Mutual Wealth Management Company. 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.
Cheri Pinelli
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.
Heather C Kelly
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 in 2008. She focuses on client relationships, including account service, preparing for client meetings, planning updates, portfolio changes and review, information gathering, and implementing recommendations.