Introducing Your Dedicated
Retirement Counselor

Meet Tim. He is committed to making retirement plans easy to implement
and manage for business owners. He started his career in finance in 2002
and has worked with both plan sponsors and participants, holding a number of roles in relationship management and retirement planning with a focus on plan design.

Tim possesses the industry knowledge and attention to detail required to assess how a retirement plan is performing to meet participant needs and owner expectations. As a Retirement Counselor at Fisher\SMB™, Tim is part of our unique service-first model.

Personal Motivations for Joining Fisher\SMB:

• Desire to leverage his expertise to provide full service to both plan
  sponsors and participants, helping everyone involved with the plan access it as a benefit for a brighter future.
• Passion for being a trusted resource to provide guidance and support
  regarding significant decisions.
• The opportunity to utilize the firm’s resources to deliver world class
  service to underserved small and mid-size markets.
• Interest in Fisher\SMB’s emphasis on delivering meaningful education to
  average, hardworking employees.
• Motivation for creating retirement plans designed to meet specific needs.
• Desire to develop relationships with both plan sponsors and participants.