Retirement Wealth Partners LLC is a team of financial professionals working with organizations as well as individuals and their families. We customarily act as fiduciaries to our retirement and individual client accounts when managing assets, but are also able to dually offer commissionable products to our clientele such as 529 college savings plans.
Principal / Owner
Tim is the principal and owner of Retirement Wealth Partners LLC. Tim has earned the CERTIFIED FINANCIAL PLANNER™ certification. He has a BS in industrial engineering from the University of Arizona and an MBA from Western Washington University.
Tim employs a comprehensive approach to financial planning and offers a wide array of qualified and non-qualified plan options for organizations. He also works closely with his financial planning clients in Arizona and across the country.
Tim lives in Tucson with his wife, Mary Beth, of over 30 years, and they have two adult children. Their daughter, Allison, is married to their son-in-law, Jeff Martin, and, having graduated from ASU Law School, is raising Tim's first grandchild, Eden. Their son, Jack, is a captain in the Army, having completed his degree at West Point. He and his wife, Brenda, are expecting their first child this year.
Jack (John) joined Retirement Wealth Partners LLC this year. He was an honors student at the United States Military Academy at West Point obtaining a Bachelors of Science in Economics. He served in the United States Army as a Captain in the Infantry and completed over 9 years of service.
Following his father and grandfather into the financial services industry, Jack offers a commitment to excellence and works relentlessly to help the advisors ensure their clients’ best interests are served. Currently pursuing his MBA, he is looking forward to translating difficult financial concepts in transparent and creative ways. He happily returned to Tucson with his wife, Brenda, where they had their first child this year.
Director of Business Development
Although semi-retired, Robert is still very much an important part of our team. Robert and Tim have been working together for over 20 years. Robert brings a wealth of business experience to the team, spanning several decades in retail overseeing 28 stores throughout the Southwest.
Robert focuses on helping individuals and businesses to achieve success in their financial affairs, specializing in retirement planning and fulfilling qualified plan fiduciary responsibilities.
Robert and his wife of over 40 years are native Tucsonans. They have two children and now enjoy spending time with their grandchildren.
Director of Operations
Teri has more than 25 years of experience in the financial services industry. She began her training at E.F. Hutton and has worked for both national and regional firms, bringing an array of knowledge in administration and client services. She graduated from the University of Alabama with a degree in business administration. An avid animal lover, in 2001, she founded a nonprofit organization to improve adoption rates at the local shelter and is involved with the Animal Rescue Foundation and the Animal Welfare Alliance of Southern Arizona. Teri has lived in Tucson since 1981 with her animals.
Client Services Manager
With more than 33 years of financial services experience, Laura leads the dedicated onboarding process and interacts with plan sponsors and recordkeepers to streamline plans in conversion. She then ensures proper plan governance by assisting plan sponsors with 5500 filings, required participant disclosures, and remaining in compliance with DOL regulations. She also manages participant inquiries and assists with rollovers, loans, and distributions for the plans. Laura has previously managed the day-to-day operations of the retirement plan for a major southern California municipality with an excess of $1 billion in assets and more than 35,000 employees, and she brings the same level of expertise to Retirement Wealth Partners clients. Laura and Al, her husband of over 30 years, left the snow behind in Minnesota and relocated to the Tucson area.
Client Relationship Manager
Sherry has over a decade of experience managing client relations. She joined Retirement Wealth Partners as Darling Financial Group merged with Retirement Wealth Partners in 2021 following the passing of George Darling. She graduated from the University of North Alabama before attending graduate school at the University of Arizona, where she earned a master’s degree in special education and rehabilitation. Sherry was a special education teacher and administrator for over 10 years.
Sherry and her husband, Brian, have two daughters. Zena lives in Newport Beach, California, after graduating with a degree in interior design from the University of North Alabama. Sydney graduated from the University of Memphis with a degree in finance and returned to Tucson with her wife, Kelsey. Sherry enjoys time outdoors hiking, cycling, and spending time with her dogs.