Managing Partner
Tim has been working with tax-qualified plans since 1999, offering clients a wealth of expertise and a pleasant, professional service. His primary responsibility is to develop new business for the firm, while also overseeing the ongoing administration for several clients.
Tim is an Accredited Pension Administrator (APA) through the National Institute of Pension Administrators (NIPA). He holds a Bachelor of Science in Business Administration from the University of Phoenix, as well as a Master of Administration in Leadership from Northern Arizona University.
Tim resides in Gilbert, AZ, with his family.