Tim Hummel CFP®

Tim has lived in Central Florida all of his life. He obtained a BS in Marketing from UCF. Tim also received his Financial Planning Certificate from the UCF Center for Financial Planning. He took the Zahn Live review which prepared him for the November 2005 CFP Board’s national comprehensive Exam. He currently holds his Series 7, 24, and 66 securities licenses as well as a 2-15 insurance license in the state of Florida. Tim is licensed for securities and insurance in various States across the country. He has owned and operated a financial planning firm located in Maitland Florida since 2004 with divisions concentrating in financial planning, Group benefits, individual insurance, and Property and Casualty Insurance. Tim is currently an Active member of CFAHU, Central Florida Association of Health Underwriters, for which he served on the Board for the 2005 – 2006 Fiscal year.

Tim is also currently an Active member of the Central Florida chapter of FPA. Tim has worked with Orange County Public Schools as a Partner in Education, for the since 2006. He is also actively involved with UCF as a partner in education with the College of Education. Tim has been an Advisor to the Voight Family Foundation, which was set up to Issue Scholarships to those Students seeking degrees in Culinary Arts as well as Hospitality Management at UCF or the Orlando Culinary Academy.

Tim is married with one daughter. In his spare time he is umpires college and high school baseball, as well as enjoys the occasional round of golf.

R. Dean Bosco, MBA, CTFA, CFP®

Dean presently serves as Director and Trust Consultant for the UBS Trust Company in the Atlantic Region. Dean specializes in primarily serving high net worth individuals and families and has joined UBS from Wachovia Wealth Management where he was a Sr. Trust and Investment Advisor for over 10 years. Dean works closely with his clients to develop, refine and implement their wealth and estate planning strategies in four major areas. Creating and Growing their Wealth, Protecting and Preserving their Wealth, Planning for the distribution of wealth during their lifetime in the most tax advantageous way, Planning for the distribution of wealth at death in the most tax advantageous way.

Dean brings to his position more than 15 years of Trust and Investment experience.
He is a graduate of the Western Carolina University with a B.S.B.A in Finance and Economics and he holds a Master of Business Administration from Palm Beach Atlantic University.
Dean has a CTFA (Certified Trust and Financial Advisor) designation and is a CFP® (CERTIFIED FINANCAL PLANNER)

About Ken Zahn CFP®

Kenneth J. Zahn’s career as a financial planner spans over thirty years. During this time, he has been involved in fee-based planning as well as management of a variety of insurance and investment products for individuals, small businesses, and professionals.

Ken earned two degrees from Purdue University, BS Electrical Engineering and BS Industrial Management. After working ten years in engineering sales and management, he entered the financial service industry.

Ken served as an adjunct faculty member for the College of Financial Planning in Denver, Colorado, from 1986 through 2001. He has taught the CERTIFIED FINANCIAL PLANNER™ educational courses as well as various courses nationally through the National Institute of Finance. In addition, Ken has conducted intensive reviews for the ten-hour comprehensive exam of the Certified Financial Planner Board of Standards, Inc. since 1995.

Ken was an original founding officer of the Tampa Bay Society of the Institute of Certified Financial Planners in the early 1980s. Today, he is an active member of the Financial Planning Association of Tampa Bay. Since 1990, Ken has developed continuing education courses for insurance agents and financial planners.

Ken has served as an NASD arbitrator and an expert witness for both the plaintiff and defendant in financial planning cases.