SENIOR RETIREMENT PLAN CONSULTANT
Tim loves variety, and he finds it in serving Deschutes’ clients. For more than two decades, Tim has enjoyed building relationships with corporate clients and finding ways to solve problems in an ever-changing environment.
As an Investment Advisory Representative for Deschutes Investment Consulting since 2015, Tim advises our clients on optimizing plan design, vendor selection and negotiation, investment programs, plan administration, and employee education and advice. As an employee benefits consultant for Brown & Brown, he also brings significant experience with a range of employee benefits, including alternative health plan funding mechanisms.
Tim joined Deschutes because he felt our emphasis on principled service to our clients meshes with his own values. He particularly enjoys working in employee benefits because its changing nature continues to offer new challenges. To meet those challenges, Tim has acquired a number of industry designations, including Certified 401(k) Professional, Accredited Investment Fiduciary, Group Benefits Disability Specialist, and Certified PPACA Professional, and he holds a life and health insurance license.
Tim continues to educate himself in our industry, through active memberships in organizations like the Western Pension and Benefits Council, the National Association of Health Underwriters, and the Oregon Association of Underwriters.
Giving back is important to Tim; he serves on the Children’s Cancer Association Board of Directors.
Tim’s Bachelor of Science in Marketing/Management came from the University of Oregon. Before joining Deschutes, he worked for Willis, JBL&K, and Beecher Carlson.