Meet the Team

Meet the Team

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, but are also able to dually offer commissionable products to our clientele such as 529 college saving plans.

 

Timothy M. Schannep, CFP®

Principal

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 30 years and they have two adult children. Their daughter, Allison, is married to their son-in-law, Jeff, and is currently in her last year of ASU Law School. Their son, Jack, is a 1st lieutenant in the Army, having completed his studies at West Point.

Laura G. Adams

Client Services Manager

With more than 30 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 from April 2000 to August 2012, and she brings the same level of expertise to Retirement Wealth Partners clients. Laura and Al, her husband of 30 years, left the snow behind in Minnesota and relocated to the Tucson area.

Teri White

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.

Sherry Colwill

Client Relationship Manager

Sherry has over a decade of experience overseeing client relations with the Darling Financial Group and joined Retirement Wealth Partners following the passing of George Darling in February of 2021. As we welcomed George’s clients to our practice, Sherry was instrumental in maintaining a calm environment, lending a familiar voice and providing excellent service our clients expect.

Sherry graduated from the University of North Alabama before completing 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. She and her husband Brian have two daughters. Zena has started her sales career in Newport Beach, CA after graduating with a degree in interior design from the University of North Alabama. Sydney, with her wife Kelsey, returned to Tucson after graduating from the University of Memphis with a degree in finance. Sydney is currently an Assistant Golf Pro at Omni Tucson National.