Tim O’Shei, CFP®, MBA, AIF®

Wealth Advisor, Director

New Castle, PA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • Accredited Investment Fiduciary®

 

Work Experience 

  • Joined MAI in 2024
  • Previously worked as a Wealth Advisor at Treloar & Heisel

 

Life Outside of MAI 

  • Married with two lovely daughters
  • Owns two Newfoundland dogs
  • Enjoys golfing, shooting trap, and bowling

 

Education

  • Western Michigan, MBA

 

We look forward to learning about your financial goals.

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