4545 E. Southern Ave., Suite 108, Mesa, AZ 85206, US
meet the principles
William K. Raymond (Bill)
Bill has been working with tax-qualified plans since 2003, overseeing all aspects of plan administration to ensure accuracy, timeliness, and smooth operations. As the primary administrator, he also manages the organization’s overall operations, keeping processes on track and efficient.
Bill is an Accredited Pension Administrator (APA) through the National Institute of Pension Administrators (NIPA) and holds a Bachelor of Science in Accounting from Brigham Young University. Additionally, he is a licensed Certified Public Accountant (CPA).
Bill resides in Mesa, AZ, with his family.
Timothy k. raymond (Tim)
Tim has been working with tax-qualified plans since 1999, offering clients a wealth of expertise and a pleasant, professional service. His primary responsibility is to develop new business for the firm, while also overseeing the ongoing administration for several clients.
Tim is an Accredited Pension Administrator (APA) through the National Institute of Pension Administrators (NIPA). He holds a Bachelor of Science in Business Administration from the University of Phoenix, as well as a Master of Administration in Leadership from Northern Arizona University.
Tim resides in Gilbert, AZ, with his family.
