Peter D Tillinghast, CLU®, ChFC®, CASL®, CFP®
Wealth Management Advisor


Tillinghast & Associates

  • Office 410-659-6009
  • Office 866-414-9454

Meet Our Team

Team photo

Meet the team - learn who we are and what we can do for you!


 
Tasha M Williams

Tasha M Williams

Director of Advanced Financial Planning
Office 410-659-6013

Tasha has worked alongside Peter since 2004 and is an expert in our clients' needs. She is a CERTIFIED FINANCIAL PLANNER (TM) (CFP®) certificant and has earned the Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living (CASL®) and Retirement Income Certified Professional (RICP®) designations. Additionally, she holds her Maryland Life, Health and Variable Annuity licenses as well as the Series 6, 7 and 66 securities licenses. Tasha is committed to providing you with top-tier service every day. Her focus is on comprehensive financial planning and client relationships.

Tasha grew up in Arlington, VA and is a graduate of the University of Maryland - College Park. She and her husband Keith, son Malachi (2010) and daughter Finley (2011) love living in and exploring Baltimore City. Most evenings and weekends, they can be found at a field or in a gym, whether it be at the adult social sports league, one of the kids’ games, coaching softball or rooting on the Orioles!

How can Tasha help you?

  • She develops your Personal Planning Analysis
  • She oversees strategic portfolio management
  • She develops strong client relationships
  • She can conduct planning reviews
  • She triages interim planning or cash flow needs
  • She coordinates with accountants on tax-time questions
 
Lauren M Shehan

Lauren M Shehan

Director of Insurance Operations and Services
Office 410-659-6053

Lauren joined Peter’s team in January 2014. She holds her Maryland life and health insurance license as well as the Series 7 and 66 securities licenses. She appreciates all the unique circumstances life brings and enjoys helping people with their individual needs.

Lauren is a graduate of James Madison University where she earned a B.S. degree in Psychology as well as an A.A.S. in Therapeutic Massage. Originally from Maryland, she and her husband, Mason, returned in 2012, after being stationed in Hawaii for 4 years. They welcomed their son, William Mason (the 5th), in 2010, and their daughter, Lana, in December of 2015. In her free time, Lauren enjoys cooking, photography, and all things musical, particularly playing the trumpet and piano.

How can Lauren help you?

  • She can assist in creating your online viewing profile, electing paperless delivery options, and navigating the client website
  • She collaborates with Peter on insurance planning, underwriting, and operations
  • She can answer questions related to servicing your insurance policies, annuities, and billing accounts
  • She can walk you through the insurance application process
  • She can help you initiate an insurance claim
 
Brandon B Paugels

Brandon B Paugels

Associate Wealth Management Advisor
Office 410-539-0084

Brandon began working in the financial services industry in 2016 and joined Tillinghast & Associates in March 2019. He currently holds his Maryland life, health & annuity licenses, as well as the Series 7 & 66 securities registrations. Brandon enjoys engaging with people to develop and achieve their financial goals.

Brandon grew up in Severna Park, MD and is a graduate of the University of Maryland – College Park, receiving a Bachelor of Arts in Economics. In his free time, he enjoys boating, playing tennis, and cheering the Terps on in any in-season sport.

How can Brandon help you?

  • He opens, processes, oversees and services all new and existing investment accounts
  • He confirms and processes brokerage trades
  • He manages cashiering activity, processing ACH & wire transfers and internal money movements
  • He can assist in creating your online viewing profile, electing paperless delivery options, and navigating the client website
 

David Moler

Portfolio Advisor

David joined Tillinghast & Associates in February 2020. He holds his Maryland life and health insurance license as well as the Series 7, 66, and 63 securities registrations. He is a CERTIFIED FINANCIAL PLANNER TM (CFP®professional certificant and holds the Chartered Retirement Planning Counselor (CRPC®) and Accredited Wealth Management Advisor (AWMA®) designations. David is a graduate of Stevenson University, where he earned a B.S. degree in Psychology. He is in the process of obtaining his master’s degree from Ohio University in Financial Economics, graduating in April 2020. His focus is on comprehensive financial planning and providing portfolio rational/guidance.

He is originally from York, PA and permanently moved to Maryland after graduating from Stevenson. He and his wife, Kristen, live in Rockville, MD with their two cats and love to travel and visit friends in their spare time.

How can David help you?

  • He partners with Tasha to develop your Personal Planning Analysis
  • He oversees strategic portfolio analysis
  • He partners with Peter and Tasha on account trading and goal management
  • He assists with cashiering activity, processing ACH & wire transfers and internal money movements
 
 

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