Tim will be an integral part of our team and brings a wealth of expertise in financial advising to his role at Members' Wealth
It is my pleasure to announce that Tim Macarak, CFP®, has joined Members’ Wealth as Director of Wealth Advisory. Tim and I have known each other for nearly 30 years and have worked together in multiple organizations over that time frame, from cutting grass in high school, waiting tables through college, and serving clients at two different financial services firms.
Tim pushes me to be better and is not afraid to step in and tell me when I am off track or could be doing something different. Adding Tim as a key piece of our team seemed like a natural fit. Once he understood the structure of Members’ Wealth and how it aligned clients, employees, and owners in one mission of service before sales, he knew he would be able to help service clients and spread the mission of Members’ Wealth. It helps that he also worked with our Director of Operations, Tim Thomas, and our Director of Client Experience, Colleen Mahoney, in the past. There is a tremendous amount of mutual respect among these former colleagues, and all are excited to build Members’ Wealth together.
READ MORE: Why I Joined Members' Wealth - Tim Macarak, CFP®
Collaborating with all departments at Members’ Wealth, Tim drives our service offering to individuals, families, and institutional clients to help them meet their financial goals and solve complex planning issues. His empathy with clients knows no bounds, and any client would be lucky to call him their advisor.
Tim has been a successful financial advisor for nearly 10 years and in the industry for nearly 20 years, including serving as Regional Director for Lockwood Advisors, a Bank of New York Company. Prior to Lockwood, Tim also held roles at TD Ameritrade and Piper Jaffray.
He completed his undergraduate work at Temple University where he earned a B.A. in Political Science with a minor in Economics. Tim is also a Certified Financial Planner™.
Tim enjoys spending time with his wife Janice and their two children. When he is not serving clients, you can find him steadfast by his children’s side coaching them through a multitude of sports and other activities. Tim enjoys hiking, skiing, reading, and staying well-versed in global political and financial issues.
We at Members’ Wealth are excited for Tim to join the firm, as we lay the foundation for transforming wealth management and client service. If you have questions for our team or would like to learn more about our services, we'd encourage you to reach out via email at info@memberswealthllc.com or by calling 267-367-5453.
Dane Czaplicki is CEO of Members’ Wealth, a boutique wealth management firm that offers a comprehensive approach to serving individuals, families, business owners, and institutions. The firm’s goal is to preserve and grow its clients’ wealth to endure over time, while thoughtfully evolving its strategy to suit an ever-changing world. With over 20 years of wealth management experience, Dane thrives on satisfying his clients by creating a financial plan that offers peace and confidence. He believes everyone needs sound financial advice from someone whose interests are aligned with theirs, and is determined to put service before all else.
Dane received his bachelor’s degree from Bloomsburg University of Pennsylvania and his MBA from The Wharton School. Outside work, he enjoys spending time with his wife and kids, hiking and camping, reading, running, and playing with his dog. To learn more about Dane, connect with him on LinkedIn.
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