Our Team
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 is a seasoned third generation financial advisor who is committed to quality. He works relentlessly to help his clients pursue their goal through wholistic planning. Prior to joining Retirement Wealth Partners LLC, Jack served 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 has earned the CERTIFIED FINANCIAL PLANNER® certification, Accredited Investment Fiduciary® designation, and his Masters in Business Administration from Arizona State University.
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 kids to estate sales around town and trying new restaurants.
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 pursue financial goals and provides a holistic approach to financial planning that extends beyond investment guidance. 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.
2020
5-9 Employees
COMMONWEALTH FINANCIAL NETWORK
AZ
Phoenix Metro Area, Tucson Metro Area
6
As a CFP® professional, Jack and Tim take a client-centric approach designed with a goal to address your specific situation and financial needs. We assess different risk management and tax savings tool while educating our clients on general financial fundaments and psychological habits.
Being a CERTIFIED FINANCIAL PLANNER® Professional helps assure you that your financial advisor is qualified to manage your lifes savings. We understand that Personal finance is Personal, and we want to give you confidence in your finances.
Businesses, Individual Investors, Non-Profit Organizations
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Commodities, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs)
Yes
Your Office, Email, Phone, Our Office, Our Offices, Video Conference
Fee-Based
Based on Assets
400+
400+
200+
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Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/Schannep_Jack_WiserAdvisor_Promoter_Disclosure.pdf
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Commonwealth Advisor(s) associated with this profile may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck.
