Tim Jantz, Everence® Trust and Financial Advisor, seeks to help clients achieve their goals through planning, coordinating and delivering comprehensive financial services rooted in their deepest values. His passion is to help clients clearly define what they want and develop a road map that will give them the opportunity to accomplish their goals. He then leads a team of specialists to help address all their financial needs and keep their financial houses in order. Tim’s areas of expertise include retirement income planning and risk management, individual and institutional investment management and the transfer of personal and charitable assets across generations.
Tim is a graduate of Goshen College and has more than 25 years of consulting experience, including 13 years as a financial advisor at Everence. Located in the Mount Joy, Pennsylvania office, he is part of a team of trusted financial advisors and representatives in the Lancaster, Pennsylvania, area, which includes offices in Ephrata, Lancaster and Mount Joy. He is an investment advisor representative with both ProEquities Inc. and Everence Trust Company (an affiliate of Everence), and is fully licensed for life and health insurance products, fee-based investment planning and general securities.
Tim and his family live in Lancaster and are active participants in Pilgrim's Mennonite Church in Akron, Pennsylvania.