Meet Our Financial Advisors

Tim Van Slooten has more than 25 years of experience managing bank investment programs, and was most recently a Vice President, Regional Sales Manager for M&T Securities with M&T Bank serving Connecticut, New Jersey, the Hudson Valley and Long Island regions in New York. He holds Series 7, 24, 66 and NJ Life and Health licenses and earned a bachelor’s degree in political science from Marist College.  Tim is involved in the community and donates his time as a 6^th grade girls’ basketball coach.

Gideon Bernhard brings over 20 years of experience to Lakeland Financial Services. Previously, Gideon was a Financial Consultant at Investors Bank in Hamilton, N.J. and holds NJ Insurance Producer and Real Estate Licenses. He has experience assisting clients with all of their financial planning, wealth management and insurance needs. Gideon attended Mercer County Community College and resides in Florence, N.J.

Indya Kellman brings 11 years of retail banking and investment management experience to Lakeland Financial Services. Previously, Indya was a Financial Advisor for M&T Securities and First Niagara Bank. She is registered with Series 7, 6, 63, 65 and Life, Accident and Health insurance licenses. She has experience in several areas of wealth management including retirement planning, tax-advantaged income strategies, legacy planning and life insurance. Indya takes pride in her ability to understand the unique needs of clients and businesses while assisting them in creating a financial strategy to accomplish their goals.

Indya earned a Bachelor of Science degree in business administration with concentrations in finance and marketing from the University at Buffalo, The State University of New York. She has been recognized at her prior firms as a Chairman’s Club member for Sales Excellence. Indya volunteers for Habitat for Humanity and is a past member of the African American and Hispanic Resource Groups.

Al Losco brings 37 years of retail banking experience to Lakeland Financial Services. Currently Vice President, Branch Manager of our Branchville and Lafayette offices, he is registered with Series 7, 6, 63, 65 and Life and Health insurance licenses. He has experience in several areas of wealth management including retirement planning, tax-advantaged income strategies, legacy planning and life insurance. Al is the President of Glen Harbor Homeowners Association and a board member of the Sussex County United Way and Ginnie's House Children's Advocacy Center.

Timothy Mol brings over 14 years of wealth management experience to Lakeland Financial Services. Tim’s prior experience includes Merrill Lynch and Wachovia in their wealth management and private banking divisions, respectively. He holds the professional designation of CFP® Professional and is registered with Series 7, 6, 63, 66, and Life/Health insurance licenses. Tim loves to sit down with his clients and assist them in the various steps of the Financial Planning process, and focuses on a keen attention to detail and a great client experience from the start and in continuance.

Tim is currently a school board member and Education and Personnel chairmen, for a private school in Morris County, NJ. Tim earned a bachelor’s degree in business administration with concentrations in finance and marketing from Montclair State University, graduating Magna Cum Laude. He also is a member of the Golden Key National Honor Society.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ (CFP^®) and federally registered CFP flame design logo in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thomas Noon brings over 20 years of industry experience to Lakeland Financial Services. Previously, Thomas was a Financial Advisor at Investors Bank and Santander Bank in Toms River, N.J. and holds Series 7, 63, 65 and Life and Health licenses. He has experience assisting clients with all of their financial planning, wealth management and insurance needs. He takes pride in listening to the needs and desires of his clients in order to create a customized financial planning strategy for each of them. Thomas attended Brookdale Community College and has received many accolades from past firms including President’s Club and Chairman’s Club Honors. He is an active member of his church and community. 

Pier Mutovic brings 15 years of industry experience to Lakeland Financial Services. Previously, Pier was a Financial Advisor for M&T Bank and a Licensed Banker Sales Manager for Investors Bank. He is registered with Series 7, 63 and 65 licenses. He has experience assisting clients with all of their financial planning, wealth management and insurance needs.

Pier earned a Bachelor of Arts degree in economics and history from Rutgers University and a Masters of Business Administration degree in accounting from Montclair State University.

David Rothberg brings over 25 years of wealth management and financial planning experience to Lakeland Financial Services.  He has Series 7, 63, 66 licenses as well as Life and Health licenses. Rothberg earned a bachelor’s degree in business administration and holds a juris doctorate.

Mark F. Testa, CFA®, has been hired as Vice President, Lakeland Financial Services. As a Raymond James’ Financial Advisor based in Montville, N.J. Testa will be responsible for assisting clients with all of their financial planning, wealth management and insurance needs. He enjoys partnering with clients to help them solve their personal financial puzzle by creating a concise plan to protect and grow their hard-earned assets. With more than 20 years of financial industry experience, Testa was most recently a Senior Sales Trader at Deutsche Bank in New York, New York, covering short-term fixed income products and mutual fund sales. He holds the designation of a Chartered Financial Analyst (CFA®), is an Investment Adviser Representative holding Series 7, 66 licenses and a NJ Life license. Testa earned a Bachelor of Science degree in accounting at Seton Hall University. He resides in Montville, N.J.

Michael Tormey brings over 31 years of industry experience. Previously, Michael was Senior Vice President, Financial Consultant at Santander Bank in Toms River, N.J. and holds Series 7, 63, 65 and Life and Health licenses. He will be responsible for assisting clients with all of their financial planning, wealth management and insurance needs. Michael earned a Bachelor of Science degree in business management at Fairleigh Dickinson University. He resides in Brick, N.J. with his wife Sandra and daughter Shannon.

Kim Trimmer brings 23 years of industry experience to Lakeland Financial Services. Previously, Kim was a Vice President, Branch Manager of our Denville and Caldwell offices. Prior to that, she was a Financial Advisor at Sovereign Bank and Santander Bank. Kim is registered with Series 7, 6, 63 and N.J. Life licenses. She has experience assisting clients with all of their financial planning, wealth management and insurance needs. Kim holds an associate's degree in business administration from County College of Morris.

Michael Bostedo joined Lakeland in 2017 as a Teller and transitioned to a Personal Banking Consultant in 2020. He joins Lakeland Financial Services with a wealth of knowledge in accessing client’s financial needs. Michael is a Notary Public and holds Series 7, Life and Accident and Health Licenses. He has experience assisting clients with all of their financial planning, wealth management and insurance needs. Michael earned a Bachelor of Science degree in Applied Mathematics from The College of New Jersey and is Co-President of the Mathematics and Statistics Chapter of the TCNJ Alumni Association. He resides in Lafayette, N.J.