NFP

Timothy Corle is the senior vice president of Wealth and Retirement at NFP, where he leverages over 30 years of experience to provide comprehensive wealth management and retirement solutions. He leads a team dedicated to helping clients live well and retire comfortably. Passionate about financial literacy, Tim calls himself the “Everyman” advisor, striving to make financial services accessible to individuals and businesses alike. He has authored numerous articles and blog posts on topics including retirement planning, tax strategies, risk management and insurance.

Tim specializes in financial planning, fiduciary services, and designing top-tier 401(k) and defined Benefit plans that benefit both businesses and their employees. His expertise extends to investment strategies, risk management, and compliance oversight. Prior to NFP, Tim was President and Owner of Tycor Benefit Administrators in Wayne, PA. In 2024, he led the sale of Tycor to NFP, aligning with a firm that provides expanded national resources and scale.

Tim holds a Bachelor of Science in business and finance from Drexel University and maintains multiple industry credentials, including Certified Financial Planner™, Certified Pension Consultant, Certified Plan Fiduciary Advisor and Series 7, 63 and 65 securities licenses.

As senior vice president, Lauren presents a unique perspective in discussing the ever-changing demands of offering employee benefits from an employer’s point of view. She consults with employers to structure their insurance benefits to control costs through selection of the appropriate funding mechanisms, simplify their benefit administration processes and develop a communication program that helps employees understand how to get the most from their insurance benefits.

In addition, Lauren speaks to groups about legislative changes, market trends and opportunities for businesses surrounding their insurance benefits. She provides guidance that can help employees feel more secure about their future and productive in their job, so employers can focus on driving their business forward.

Prior to NFP, Lauren was executive vice president and owner of Tycor Benefit Administrators in Wayne, PA. She has over 28 years of industry experience.

Lauren has a Bachelor of Science degree from Penn State University. She has a Life and Health Insurance License and Series 7 and 66.

Lauren is active with her family in supporting non-profits in her home community.

As senior vice president, Kelton provides management oversight of service delivery and sales and consulting opportunities through the Third-Party Administration (TPA) department. He assists plan sponsors to help understand and maintain their retirement plan’s compliance with regulations. He works with financial advisors to help them understand the retirement plan market, assists with new sales and designs plans that meet plan sponsor objectives.

Kelton enjoys helping advisors and sponsors understand the options available through plan design and determining what works best for their plans and participants. His expertise is in qualified plan design and consulting for cash balance, defined benefit plans and 401(k) profit sharing plans, and providing solutions to retirement plan issues.

Prior to NFP, Kelton was vice president, TPA services for Tycor Benefit Administrators in Wayne, PA for 13 years. He has over 33 years of experience in management roles with national record keeping platforms and prior ownership of a third-party administration firm.

Kelton has a Bachelor of Arts degree in mathematics from West Virginia University and is a Qualified 401(k) Administrator.

Kelton is a supporter of Glacier National Park Conservancy and Yellowstone Forever.

As a financial and investment specialist, Brett is responsible for analyzing, implementing and monitoring investment portfolios for retirement plans and individual clients.

Brett is a Certified Financial Planner^TM who designs and implements comprehensive financial plans which include retirement income planning, budgeting and cash flow analysis, investment tax planning, insurance and employee benefit planning and investment portfolio management.

Prior to NFP, Brett was a financial and investment specialist at Tycor Benefit Administrators in Wayne, PA. He has over 25 years of industry experience in investment portfolio construction, portfolio analysis, portfolio management, asset allocation strategies and financial planning.

Brett is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC.

Brett has an Associate of Science degree in business administration from Montgomery CCC, is credentialed as an Accredited Investment Fiduciary^® and Retirement Income Certified Professional^®, and holds Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Investment Adviser Law Exam) and life insurance licenses.

As a financial advisor specializing in financial education at NFP, Collin plays a crucial role in empowering individuals with the knowledge and tools they need to make informed financial decisions. His expertise helps clients navigate complex financial landscapes, from retirement planning and investment strategies to benefits optimization and risk management. By providing tailored education and strategic guidance, Collin works to enhance financial wellbeing and confidence among employees and clients.

Within NFP, Collin collaborates closely with benefit consultants, wealth management teams and corporate partners to integrate financial education into broader employee benefits and financial planning strategies. His role strengthens client relationships, supports business growth and aligns with NFP’s mission of delivering holistic financial solutions.

Prior to NFP, Collin was a financial advisor at Tycor Benefit Administrators in Wayne, PA. He has over five years of industry experience.

Collin has a degree in finance from York College of PA. He holds licenses in Series 7 and Series 66 securities registration and is a Certified Plan Fiduciary Advisor^®.  

Dustin is a financial advisor at NFP’s Wayne, PA office, and works closely with individuals, families and businesses to develop personalized financial strategies that align with their goals. Whether it’s retirement planning, investment management, risk assessment or wealth preservation, Dustin provides tailored guidance to help clients make informed financial decisions.

Prior to NFP, Dustin has spent time with Vanguard, AXA/Equitable and Tycor Benefit Administrators. Dustin brings over six years of industry experience helping families and businesses achieve their financial goals.

Dustin earned a degree in finance from Bloomsburg University. He holds his licenses for Series 7 and Series 66 securities registration. Dustin also has his Life, Health, and Variable Annuity Insurance licenses in several states. He is a registered representative with Kestra Investment Services, LLC and investment advisor representative with Kestra Advisory Services, LLC. Dustin also holds his CPFA^® credentials.

Dustin is an active member in the Phoenixville Regional Chamber of Commerce, where he engages with local businesses and professionals.

As an account manager with the Corporate Benefits team, Anne is responsible for providing and managing the day-to-day service of group insurance and related benefit programs sold on an employee benefit basis.

Anne provides assistance with all questions related to small plan renewal and plan operation related to required notices such as CHIP, COBRA, WRAP, etc. In addition, Anne is passionate about promoting holistic wellness for both her coworkers and clients. She creates and leads monthly wellness challenges that inspire healthy habits, mindfulness and self-care, fostering a culture of wellbeing.

Prior to NFP, Anne was a benefit account manager with Tycor Benefit Administrators, Inc. with ten years of experience in benefits administration.

Anne has a Bachelor of Arts degree from St. Joseph's University and has a Life and Health Insurance License. She is a Board Member of the Collective Healing Institute.

Anne is active in her community participating in various initiatives aimed at making a positive impact.

As office operations manager, Claudia’s responsibilities include overseeing internal communications protocols, supporting administrative duties office-wide, developing office policies and procedures and managing inventory. She serves as the point of contact for IT support, coordinating with internal IT service providers to ensure a reliable and efficient infrastructure. Additionally, she assists with employee onboarding and offboarding processes and strives to enhance employee satisfaction.

Her duties also include vendor management, with responsibilities to negotiate contracts, maintain relationships and ensure all goods and services are being fulfilled and payment be made on time.

Prior to NFP, Claudia was an office manager for Tycor Benefit Administrators, Inc. She has more than 25 years in operations, administration, and the financial industry.

Claudia has a Bachelor of Arts degree in economics from Trinity University.

Claudia’s most recent Board appointments include APM for Everyone, The Philadelphia Hispanic Chamber of Commerce and Serving at The Crossroads. She is currently pursuing a new Board Appointment.

As an account manager, Wendy is responsible for providing and managing the day-to-day service of group insurance and related benefit programs sold on an employee benefit basis.

Wendy provides assistance with all questions related to your mid/large market renewal and plan operation. In addition, Wendy can assist with selecting benefit technology platforms and with questions related to ACA reporting.

Prior to NFP, Wendy was a benefit account manager with Tycor Benefit Administrators, Inc. and has over 16 years of experience in the employee benefits industry.

Wendy graduated from Bloomsburg university with a Bachelor of Science degree in computer and information science and holds a Life and Health Insurance License.

Bernice is the financial service and operations specialist at NFP’s Wayne, PA office. She is responsible for providing our financial planning and investment clients with the highest level of service and support. With a focus on exceptional service and personal connection, Bernice enjoys working with each client on an individual level.

Prior to NFP, Bernice was a financial services associate with Tycor Benefit Administrators, Inc. and has over 20 years of experience in financial planning and wealth management. With a career-long focus in personal finance, Bernice has also worked in mortgage lending, banking and accounting. She brings her extensive financial experience, a penchant for accuracy and her desire to help others every day to support our team and clients.

Bernice has a Bachelor of Science degree in Finance from St. Joseph's University.

Bernice has lived and raised her family in Chester County, PA for the past 33 years. She has worked with and supported many of the community and faith-based organizations in that area.