Tillinghast & Associates

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

Meet Our Team

Tillinghast Team photo

 
Tasha M Williams

Tasha M Williams

Director of 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, 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

Investment Operations Coordinator
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 opens, processes, oversees and services all new and existing investment accounts
  • She can assist in opening state-specific 529 accounts
  • 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
 
Danielle M Long

Danielle M Long

Financial Representative Assistant
Office 410-659-6086

Danielle joined the team in October 2018 as our Client Coordinator & Concierge. She grew up in Medford, NJ and Miller Place, NY and attended the Maryland Institute College of Art (MICA). Recently transitioning careers after 10 years teaching Art in the Baltimore City Public Schools, she is excited about her new role.  She and her husband, Sambat, have been married since 2006 and have two daughters, Elsie (2009) and Lydia (2015). They live in Catonsville and enjoy being involved with their church and their education ministry to Cambodia, Sambat’s birthplace and where they first met. Danielle loves to paint and take photographs and has established a fair-trade business, partnering with craftspeople in Cambodia to design and wholesale goods to retailers in the States.  

How can Danielle help you?

  • She coordinates scheduling for calls or meetings with our team
  • She can assist you in secure exchange of data in preparation for or following meetings
  • She prepares and forwards household summaries and account statements
  • She can assist in creating your online viewing profile, electing paperless delivery options, and navigating the client website

 

 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck