OUR TEAM

Dennis Lynch is an established 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.

As a managing principal 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.

Deborah Baldyga is an established financial consultant and retirement planning specialist with over 30 years in the financial services industry.

Deborah began her career with Prudential as a registered representative in 1989, in 1992 joined Liberty Securities Corporation as the investment manager in northern Connecticut overseeing the investment division until 1999 when Deborah started her own independent financial advisory practice. Deborah joined Wealthport, LLC in 2014 as a managing principal.

Deborah helps clients navigate through life events that impact their financial wellbeing and takes great pride in the confidence her clients place in her.  Deborah offers a variety of investment options tailored to the individual needs of her client.

Deborah holds FINRA Series 24, 7,65, and 63 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, she has been designated an Accredited Investment Fiduciary (AIF).  She holds life insurance licenses and has a BS from the University of Massachusetts.

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 $205 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. 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 9/15/2025

Timothy Schoeffler (CA Insurance Lic. #0H16927) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser.

Adam is a CERTIFIED FINANCIAL PLANNER^® professional with more than 20 years in the investment and financial services industry.  He joined the DMV based team at Commonwealth Financial Network^® in April 2023 and holds more than $215 Million in assets under advisement.* As an Investment Adviser Representative of Commonwealth, Adam is driven by helping others achieve financial comfort according to their own risk style.

Adam started his career at GE Financial and then became a Regional Vice President with Jackson from 2007 – 2023.  He is happily married to his husband Russ, and they have a rescue dog named Harvey. Adam participates in causes related to LGBTQ, special-needs, entrepreneurship, and enjoys hobbies such as horseback-riding, swimming, working out, paddle-boarding, and being around family and friends.

Adam holds FINRA Series 7, 63, 65, 26 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 (CRPS^®) from the College for Financial Planning and holds his Certified Funds Specialist (CFS) from the Institute of Business and Finance. He holds life and health insurance licenses and graduated from Mary Washington University.

*as of 9.19.2025

After a career spanning global luxury brands and private investments, Jason now brings his operational experience to WealthPort LLC as Director of Client Services. He oversees back-end operations and service excellence, helping ensure a seamless client experience and supporting the firm's growing infrastructure needs. Jason’s focus is on refining processes, enhancing delivery, and supporting WealthPort’s mission to provide thoughtful, customized financial guidance.

Jason lives in Northern Virginia with his husband of over 13 years. They are proud dog dads who enjoy traveling, history and learning new languages.

Jason holds a B.A. in International Affairs from the University of Mary Washington.