Longview Financial Advisors Has Joined Apella Wealth

Tim has been a financial advisor for over 20 years and is passionate about helping clients manage their financial lives. Prior to becoming an advisor, Tim worked at the global investment banking firm Barclays Capital, where in his last position he was a Director specializing in telecom and media corporate finance. Throughout his banking career he handled complex financial transactions and built strong relationships with his clients and colleagues.

Born and raised in upstate New York, Tim is a graduate of Villanova University with a B.S. in Finance. He completed the financial planning curriculum at New York University and was awarded the CERTIFIED FINANCIAL PLANNER™ designation in 1995. Tim is a member of the Financial Planning Association and a past president of its San Francisco chapter. He is the former president of the board of Trips for Kids, which leads disadvantaged youth on mountain bike rides. An outdoor enthusiast, Tim enjoys cycling and hiking the watershed areas of Northern California as well as the countryside of Somerset and Hunterdon counties in New Jersey.

Colleen attended Villanova University, where she studied nursing with a minor in business. After graduation she moved to Washington, DC and began her career as a registered nurse at MedStar Georgetown University Hospital. Her natural curiosity and interest in personal finance led her to pursue financial planning courses at Georgetown University while continuing her work as a nurse. After completing the education, exam, experience, and ethics requirements, Colleen obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2022.

Colleen's nursing experience informs her approach to planning — it taught her the importance of building trust and open communication. She takes the time to get to know her clients and works closely with them to create a financial plan that aligns with their unique goals and values. Raised in Northern California, Colleen loves the outdoors, exploring national parks, and spending quality time with family and friends. In her free time she also enjoys yoga, reading, and cooking.

Melissa has worked in the financial services industry for over 13 years. She started her career at Merrill Lynch in a variety of service and operational roles. Prior to joining Apella, Melissa worked as a Client Service Associate at two financial advisory firms in Richmond, Virginia, serving high-net-worth clients. She values providing the highest level of service and ensuring client requests are completed as seamlessly as possible.

Born and raised in central New Jersey, Melissa is a graduate of Drew University, where she majored in Political Science and played basketball. She currently resides just outside Richmond, Virginia, with her husband, two young children, and their two dogs.