Paschall and Associates

 

 

 

 

 

 Timothy T. Paschall, CLU, CFP^®

Tim Paschall’s partnered with WMS Advisors, LLC in 2022 after knowing Tom MacLennan, a WMS partner, for a number of years. Tim’s firm, Paschall & Associates, located in Gastonia, N.C. was founded in 1997. Tim has over two decades of experience in the delivery of financial advice and education. He has earned the Certified Financial Planner designation from the CFP Board of Standards and the Chartered Life Underwriter designation from The American College. He takes a long-term planning approach with his clients and sees his role as an educator and financial counselor. His goal, and one of his biggest rewards, is to be able to advise multiple generations of the same families as they grow and prosper. In addition to being an Investment Advisor Representative through WMS, Tim is a fully licensed insurance agent for life, accident, health, Medicare supplement, and long-term care insurance. 

Tim and his wife Nancy are lifelong Gastonia, NC residents who remain active in the community.

*Securities offered through Grove Point Investments. Paschall & Associates and Grove Point Investments, LLC are not affiliated. 

My Virtual Sales Assistant

 

 

 

 

 

 

 

Sandy Sakala

Sandy has been working with WMS Advisors, and its predecessor firm, Williams Associates, in various capacities since 1999.  She has more than twenty years of experience in the financial services industry with a background in Accounting and Bookkeeping. In 2011, Sandy launched her current firm, My Virtual Sales Assistant, to provide operational and administrative support for financial professionals, focusing on organization and creating efficient workflows and processes. Today, Sandy continues to support both WMS and The Williams Group, the production group of Dave Williams.