Your Independent Retirement Plan Partner

Our Principals

Tim Cole has helped business owners implement and manage their retirement programs since 1995.  His ability to navigate the complex retirement plan landscape and find the right solution for his clients has proven to be an invaluable asset.  As a strong communicator, Tim regularly counsels plan participants on the optimal investment strategy to meet their retirement goals.

Tim earned the Certified Financial Planner (CFP) designation in 1999.  He also holds a Masters in Business Administration.  He earned the Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals & Actuaries.  Tim holds the Series 65 (Investment Advisor Representative) license.

Scott Keswick has counseled clients on ERISA regulations, plan design, and all aspects of retirement plan administration since 1996.  He has extensive experience as a leader of national practice teams responsible for client service, plan administration, technical policy development, and plan design best practices.

Scott has a Bachelor of Science degree in Mathematics & Applied Science from UCLA.  He has earned the Certified Pension Consultant (CPC) and Qualified Pension Administrator (QPA) designations from the American Society of Pension Professionals & Actuaries and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors.  He holds the Series 65 (Investment Advisor Representative) license.  Scott competed in the 1992 Olympics and was the highest placing American male gymnast in the Barcelona Olympic Games.