Timothy M. Schannep, CFP®
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 and two grandchildren.
Jack H. Schannep
Financial Advisor
Jack joined Retirement Wealth Partners LLC after serving in the Army as an Infantry Officer. He was an honors student at the United States Military Academy at West Point obtaining a Bachelor of Science in economics.
Following his father and grandfather into the financial services industry, Jack offers a commitment to excellence and works relentlessly to help his clients achieve their goals. As a Tillman Scholar, Jack continues to serve his community and works with nonprofits to help build the financial literacy within the veteran community.
Jack and his wife, Brenda, enjoy taking their son, JJ, to estate sales around town and trying new restaurants.
Kale Wilsford
Financial Advisor
Kale served as an Apache Helicopter Pilot and Army Aviation Officer for over seven years before joining Retirement Wealth Partners LLC. He earned a Bachelor of Science in Economics from the United States Military Academy at West Point.
Kale understands the hard work required to achieve financial goals and provides a holistic approach to financial planning that extends beyond investment advice. Active in his community, he is particularly passionate about empowering aviators and veterans by improving their understanding of personal finance and financial planning.
Outside of the office, Kale enjoys spending time with Carli, his wife of more than five years, and their son, Waylon. They can often be found at the zoo or going for walks with their two dogs: Bentley, a German Shepherd, and Chanel, a Pomeranian.
Robert C. Quiroz
Director of Business Development
Although semi-retired, Robert is still very much an important part of our team. Robert and Tim have worked 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 assisting our advisors to help 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.
Teri G. 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 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.
Laura G. Adams
Client Services Manager
With more than 33 years of financial services experience, Laura leads the dedicated onboarding process. She interacts with plan sponsors and record keepers to streamline plans in conversion. Ensuring proper plan governance, Laura assists plan sponsors with 5500 filings, participant disclosures, and adherence with DOL regulations.
Laura also manages participant inquiries, new employee orientations, assists with rollovers, loans, and distributions for the plans. She 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 Partner’s clients.
Laura and Al, her husband of over 30 years, left the snow behind in Minnesota and relocated to the Tucson area in 2017.
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