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.

Neal Gordon, ChFC®, CLTC, CRPC® is a Financial Planner & Financial Advisor with Lakeland Financial Services. His advisory practice centers on Retirement Planning, Wealth Management and Asset Protection for Individuals, Families and Business Owners. Neal’s true mission is to ensure that his clients have the information and knowledge necessary to make sound financial decisions; both for themselves and their families, by providing suitable planning to avoid making costly mistakes. Being committed to financial literacy and awareness, Neal presents educational programs to non-profit groups and charitable organizations, as well as providing Continuing Professional Education (CPE) Credits for CPA’s.

Neal holds the professional designation of Chartered Financial Consultant (ChFC®), Certified Long Term Care (CLTC), and Chartered Retirement Planning Counselor (CRPC®). He is registered with Series 7 & 66 securities licenses and holds Life & Health and Property & Casualty insurance licenses.

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.

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^(R), CERTIFIED FINANCIAL PLANNER^(tm) 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.

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 twenty 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.

Stephen Soper brings 28 years of industry experience to Lakeland Financial Services. Previously, Stephen was a Wealth Manager for Moody Bank in Houston, TX. He is a Certified Financial Planner^™, Certified Investment Management Analyst®, Certified Retirement Counselor and Certified Trust and Fiduciary Advisor. He has experience assisting clients with all of their financial planning, wealth management and insurance needs. Stephen earned a bachelor’s degree in marketing and economics and a Masters of Business Administration degree in finance from University of Bridgeport.