Our Team

Dennis Lynch is a well-known financial consultant and retirement plan specialist with more than 35 years of experience in the financial services industry.

Dennis began his career in the financial services industry in 1985 as a financial consultant with Merrill Lynch. In 1990, Dennis worked as a product manager for a subsidiary of GE Capital. Dennis joined WealthPort, LLC (formerly QPA Financial, LLC), as a vice president in 1995.

Now president of WealthPort, LLC, Dennis provides corporate and individual clientele with independent guidance and access to a wide variety of plan designs, provider platforms, and investment choices.

Dennis holds FINRA Series 7, 63, and 66 securities registrations and is an investment adviser representative and a registered representative of Commonwealth Financial Network^®, member FINRA/SIPC, a registered investment adviser. In addition, he has been designated a Chartered Retirement Plans Specialist^SM (CRPS^®) from the College for Financial Planning. He holds life and health insurance licenses and has a BS in accountancy from Miami University.

Tim Schoeffler is a CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of financial planning and investment management experience. He joined Commonwealth Financial Network^® in March 2010 and holds more than $130 million in assets under advisement.* As an Investment Adviser Representative of Commonwealth, Tim helps people and organizations by guiding them in managing their investments.

Tim began his career at Merrill Lynch in New York City, where he was an equity research specialist. After three years there, he joined EF Hutton as a national product director for its mutual fund group. In 1988, he joined OppenheimerFunds as the Mid-Atlantic regional vice president, covering Maryland; Washington, DC; Virginia; and West Virginia. His role was to educate financial advisors on Oppenheimer’s products and services.

After 12 years with Oppenheimer, he moved to GE Financial, later known as Genworth, where he specialized in developing retirement income plans for clients. He subsequently worked for several years at Allianz, positioning the company’s retirement income strategies.

Tim has been registered as a FINRA Series 7 General Securities Representative since 1979 and also has his Series 63 (Uniform Securities Agent) and Series 65 (Investment Advisor agent) securities registrations currently with Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Tim is also licensed to sell life and disability insurance.

Tim is a graduate of Georgetown University’s Executive Certification in Financial Planning Program. From 1992 to 1994, he attended the University of Pennsylvania Wharton School’s Securities Industry Institute. He graduated from Colgate University in Hamilton, New York, with a BA in history. He is a past president of Colgate’s Washington, DC, President’s Club. He also attended Tulane University in New Orleans, and he graduated high school from Deerfield Academy in Deerfield, Massachusetts.

For 36 years Tim lived in Washington, DC where he renovated four historical homes. In 2021 he moved west to Palm Springs California, where he is currently a board member of both the Old Las Palmas Neighborhood Organization and OnePS.  In his spare time, Tim enjoys traveling, skiing, and reading, especially in the areas of history and politics, as well as spending time with his golden retrievers, Dasher and Comet. His clientele reflects Tim’s social conscience, and he has managed many progressive clients’ and organizations’ retirement plans and personal investment accounts.

*As of 2/26/2024