Tim Dern, RICP®
Schaumburg · Orland Park · Naperville, IL · Virtual available
Helping families simplify retirement and create income they can count on — built on education, integrity, and decades of real-world experience.
Get to know Tim
Tim Dern is the founder of Mana Financial Group and a Retirement Income Certified Professional (RICP®). After graduating from Indiana University, he began his career as a high school teacher, went on to own several businesses, and served as Chief Marketing Officer for a $700 million international company before entering financial services — a path that lets him relate to entrepreneurs, corporate professionals, and hands-on workers alike.
As a Series 65 Investment Advisor Representative and fiduciary, Tim leads a private wealth team focused on retirement strategies with a fee-based approach built around each client's best interest. His work spans personalized income planning, tax and Roth conversion strategies, investment management, fixed index annuities, and Medicare and Social Security guidance — and as a National Social Security Advisor (NSSA), he helps clients make the most of their benefits.
What sets Tim apart is his commitment to education. He has led seminars and national webinars on Social Security, Medicare, asset allocation, Roth conversions, and tax-saving strategies, and has shared practical retirement guidance on television and radio — always using a friendly, plain-language approach to simplify the complex.
"Always do what's right for the client, with integrity and honesty."
- Retirement income planning
- Fixed index annuities
- Tax & Roth conversion strategy
- Social Security & Medicare
- Investment management
Tim and his wife, Helen, have been married more than 40 years and have three children — Bryan, Natalie, and Kyle — along with eight grandchildren. For Tim, family is a blessing and a special joy, and the same values of care and integrity guide how he treats every client.
Ready to talk with Tim?
Book a free, no-obligation conversation and see how Tim can help you plan with confidence.
Advisory services offered through Savvy Advisors, Inc., an SEC-registered investment adviser.