Weller Group LLC

Weller Financial Group

Our focus at Weller Financial Group is to educate our clients and deliver outstanding service with a small-town personalized touch, in order to establish and maintain long-term financial objectives. We recognize that each client's situation is different, and we strive to develop an individual financial plan that focuses on helping our clients pursue their goals. Whether you are a new investor, planning for your child's future, or planning your retirement, we can provide you with the necessary tools to help meet your needs. 

Serving our region since 1994

We have been helping individuals, families, and corporations in and around the town of Ontario for more than 30 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you.

Financial planning for individuals

As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:

• Accumulation, so your investments address your objectives and comfort level
• Retirement planning, so you are well positioned to pursue your dreams
• Estate planning, so you can pass on your assets to whom you choose
• Risk management, to minimize any threats to your personal or business assets
• Business planning, to help you manage and grow your business
• Taxation, to minimize the tax burdens you face now and in the future

Financial planning for business owners

Stay focused on your business knowing that you have an experienced team to help you every step of the way with:

• Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
• Risk management, to minimize any threats to your business assets
• Retirement planning, to make sure that you have the right plan in place for your employees
• Insurance planning, to ensure that your employees have the insurance benefits they need
• Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances

Solutions for plan sponsors

As both independent financial advisors, we can deliver the objective and guidance that you and your participants can count on—and that leaves you feeling confident that you’re meeting your obligations. Services include:

• Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan
• Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
• Plan design, to help you ensure that you have a plan in place that’s focused on and conducive to participant success
• Vendor due diligence, to conduct reviews, do benchmarking, and ensure that your plan is receiving the best value from your vendors
• Participant services, to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings

 No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a trusted financial guide.

We look forward to providing you with exceptional customer service and financial guidance.

Tim Weller, CFP®, Owner & Financial Advisor

Tim began his career in the financial services industry in January 1992 as a paraplanner at IDS Financial Services and opened his financial advisor office in 1994. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 1996, and, in 2003, joined Commonwealth Financial Network®. Tim is the founding member and senior advisor at Weller Financial Group.

Weller Financial Group is located in the finger lakes region of New York, just south of Lake Ontario. The practice has six financial advisors, one licensed financial planning associate, and three non-licensed employees. The office operations have been mostly created by and exclusively managed by Tim’s longest-tenured employee and sister, Christine, since she started in 1995.

Tim and his wife, Lara, grew up and continue to reside in Ontario. They have two daughters, Jordyn and Camryn.

Adam Casper, CFP®, Co-Owner & Financial Advisor

Adam joined Weller Financial Group in October 2020 and became a co-owner of Weller Financial Group in January 2021. After receiving his Bachelor's degree from SUNY Brockport, Adam began his career as a Financial Advisor in December 2014 . He maintains FINRA Series 7 and 66 securities registrations and licenses for life, health and variable insurance, and in March 2024 he obtained the CERTIFIED FINANCIAL PLANNER® certification.

Adam grew up and continues to reside in Marion, with his wife and three children and is active in the local community.

Christine McTigue, Co-Owner & Director of Operations

Chris, one of Tim's sisters, began working with Tim in October 1995 as his office assistant. She is now the director of operations and became a co-owner of Weller Financial Group in January 2021. Chris is responsible for maintaining office efficiency and assisting all advisors with client requests. She oversees the support staff with daily tasks, processes all client and account paperwork, and assists in establishing and maintaining operational processes within the office. She is a New York state notary public and is able to provide notarization for clients who require this service.

Chris and her husband, Philip, reside in Ontario with their rescue dogs, Dexter and Rebel. She enjoys reading, camping, boating, and antiquing.

Dillon Flaherty, CFP®, Co-Owner & Financial Advisor

Dillon joined Weller Financial Group full-time in June 2018 and most recently became a co-owner in July 2024. He began working with Weller Financial Group in 2013 during high school as an intern on projects, research, and financial reports. In June 2018 he officially joined the team as a paraplanner, then moved into the role of financial advisor in September 2021. Since then Dillon obtained his FINRA Series 7 and 66 securities registrations and in March 2024 he obtained the CERTIFIED FINANCIAL PLANNER® certification.

Dillon grew up in Webster and graduated in 2018 from Clemson University, South Carolina, with a BS in health science administration. He is an avid Clemson football fan and enjoys traveling back to campus for games and being a part of the Clemson community. He is the oldest of seven children, and family is an integral part of his life. In his spare time he enjoys playing men’s league hockey, softball, golf and coaching hockey for his younger brother and nephew’s team. He now resides in Rochester with his fiancée Hannah and their rescue dog, Pete.

Matt Bennage, ChFC® RICP®, Financial Advisor

Matt has been in the financial services industry since 2007. He joined Weller Financial Group in January 2015 as a financial advisor. Matt maintains FINRA Series 6, 7, and 63 securities registrations and licenses for life, health, variable, and long-term care insurance in several states. Matt is also licensed as a Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®) through The American College of Financial Services®.

Matt and his wife, Lindsy, reside in Webster, New York, with their two daughters, Olivia and Emilia. Matt is an avid golfer and enjoys participating in other sports throughout the year.

Alexa Glanzel, CFP®, Financial Advisor

Alexa began working part-time with Weller Financial Group in 2019 assisting staff, then joined our team as a full-time planning assistant in June 2023. Alexa obtained her FINRA Series 65 license in 2024 and moved into the role of Financial Advisor in January 2025. In April 2025 Alexa obtained the CERTIFIED FINANCIAL PLANNER® certification.

Alexa grew up in Walworth and is a Wayne Central graduate. She graduated from University of Rochester in May 2023 earning a Bachelor of Science degree, with dual majors in finance and accounting. She enjoys spending time with family, traveling, golfing, and is a big sports fan.

Daniel Ortiz, Financial Advisor

Dan joined Weller Financial Group in August 2021 as a full-time paraplanner and transitioned to a financial advisor role in May 2022. He began his career in financial advising in January 2019 and holds FINRA Series 7 and 66 securities registrations, along with licenses for life, health, and variable insurance. Additionally, Dan is an active member of the United States Coast Guard. Originally from Rochester, Dan moved to Ontario and graduated from Wayne Central High School. He earned an Associate’s degree in Sport Management from Monroe Community College and a Bachelor’s degree in Business Administration from the University of Mary Washington. Dan now lives in Penfield with his wife Allison, whom he met at Wayne Central. He enjoys playing golf, hunting, and vacationing with his family, particularly in the Outer Banks and Puerto Rico.

Address: 6206 Slocum Road, Ontario, NY 14519, USA

Phone: +1 315 524 8000, +1 855 786 0972 (toll-free)
FAX: +1 315 524 7392, +1 877 328 1183 (toll-free)
Email: info@wellergroupllc.com