Meet the team

Meet the family behind Mana Financial

For us, retirement planning isn't just a profession — it's a family legacy built on trust, education, and care.

At Mana Financial, our team isn't a group of salespeople or corporate advisors. We're a family — dedicated to helping other families find peace of mind in retirement. From our founder, Tim Dern, to his sons and the advisors who share his vision, we're united by a simple purpose: to protect what you've built and help you plan confidently for what's ahead.

Tim Dern, RICP — Founder & Fiduciary Advisor — Tim Dern, RICP

NSSA® Certified

National Social Security Advisor

Account Custodians

Charles Schwab & Fidelity serve as the custodians for our clients' investment accounts.

Founder spotlight

Tim Dern, RICP — Founder & Fiduciary Advisor

After running several successful businesses earlier in life, Tim Dern entered the financial services world with one clear goal: to build something meaningful that would outlast him — a business rooted in family, integrity, and faith.

With over two decades of experience and thousands of clients served, Tim has become a trusted name in retirement income planning and financial education. He's been featured on television and radio, led thousands of workshops across the Chicagoland area, and has earned recognition for his commitment to helping people retire with confidence.

When Tim isn't meeting with clients or teaching, you'll find him spending time with his family, mentoring his sons, or giving back to his community — the same values that define his work every day.

"This business was never about numbers. It's about helping people feel safe, secure, and at peace with their financial future."

Tim Dern · Founder

The next generation

Carrying the legacy forward

Mana Financial's mission continues through Tim's sons, who share his vision of combining modern financial strategies with timeless values. Together, they represent the next generation of fiduciary advisors — blending experience, innovation, and compassion to guide clients through life's most important financial decisions.

Their approach is simple: treat every client like family.

Whether they're helping clients transition into retirement, manage their investments, or plan for the next generation, their focus remains the same — doing what's best for each individual and family they serve.

Tim Dern with his sons — the next generation of Mana Financial — The next generation

Our team

Here for you, every step of the way

Beyond the Dern family, Mana Financial includes a team of licensed fiduciary advisors, planners, and client support specialists who share the same mission: to provide clarity, care, and communication every step of the way.

Our clients often tell us that working with Mana feels different — more personal, more human, and more genuine. That's because our advisors take the time to listen, explain, and guide without pressure.