Broker Check
Tim  Mogford

Tim Mogford

Senior Wealth Manager / Insurance Specialist

A naturalized citizen born in the UK, Tim holds Series 7 and 66 Securities registrations, as well as being licensed in Life, Health, and Annuities.  As an Insurance Specialist, Tim works primarily with individual Medicare, ACA marketplace, private healthcare, group benefits, and life insurance.

As a registered representative he also assists customers with their financial goals, from college planning to retirement.  What he enjoys most is bringing together all the resources and expertise of the team to make life clearer, happier, and more secure for our clients.

Tim is a graduate of the University of York, with postgraduate degrees from Nottingham and Kutztown.  In addition to his financial and insurance work, he is also a published author and playwright who enjoys spending time with his two daughters.