Tim plays critical roles in scheduling and overseeing department workflow and providing consultation on complex compliance matters. In addition to his leadership functions, Tim provides consulting, compliance, and administrative services for defined contribution and defined benefit plans.
Tim began his career at a local TPA firm while attending college. He graduated from St. Joseph’s College in 2008 with a bachelor’s degree in mathematics and chose to pursue a career in the retirement plans industry, servicing plans locally and then on a national level.
Tim has collaborated with recognized industry leaders and actuaries and provides a unique range of industry experience and perspective to the CEP Consultants Inc. team.