“I’ve had a “front row” seat to observe best practices for retirement plans for nearly three decades. I understand the best practices to implement, and the “worst” practices to avoid. I’ve helped numerous clients win industry awards.”
Todd Timmerman, CEBS, CFS, AIF®
Managing Director | Retirement Plan Analytics
Todd is Founder and Managing Director of Retirement Plan Analytics (RPA). Todd and his team are on a mission to help clients make informed decisions for plan improvement. Todd is in his 30th year of serving retirement plan clients and advisors. Currently the advisors at Retirement Plan Analytics consult on over $7 billion in retirement plan assets and serve more than 94,000 participants through LPL Financial.
Retirement Plan Analytics serves both financial advisors and retirement plan sponsors with processes and strategies that seek to optimize plan success and drive desired participant outcomes. Todd created the Diagnostic Profile Process that focuses on 5 areas for plan improvement with curation and implementation of best practices. RPA provides fiduciary consulting and participant support and is currently equipping over 10,000 plan participants to improve their financial wellness. In 2017 an RPA client won both a Pension & Investments Eddy Award and Plan Sponsor Council of America (PSCA) Signature Award for financial education. Eddy and PCSA Signature award winners are recognized for best practices in defined contribution plan education and communication.
Prior to founding RPA, Todd served clients and advisors at a large national recordkeeper where he was responsible for strategy on new client engagements serving retirement plan clients with $100 million and above in assets. Todd developed a specialty in serving large organizations with multiple retirement plans (401(k), DB, ESOP, NQ).
Todd and his wife Kelly live in Charlotte, NC and have 3 adult children.
Chief Talent Officer | Retirement Plan Analytics
Kelly serves RPA as the Chief Talent Officer (CTO). As CTO she is actively engaged in supporting the employees of RPA and the human capital that serves our clients. Kelly leads new employee recruiting, employee assessments with growth plans, and maintaining the culture of the organization. Kelly is also on the advisory board and is very involved in the strategy of the firm.
I am currently reading: Lilac Girls by Martha Hall Kelly, Agent Zig-Zag, by Ben Macintyre, a book on the war of 1812 (title escapes me), I, Eliza Hamilton, by Susan Holloway Scott and just finished Checklist Manifesto by Atul Gawande. Just started I Am Loved by Wendy Blight. I also enjoy the Wall Street Journal and any magazine on home design and decorating.
My favorite places: My favorite places usually revolve around my favorite people. I treasure spending time at the beach and skiing with my family, exploring new destinations with my husband and encouraging a friend over a cup of tea by a roaring fire. My favorite international destination has been Israel, for it filled my soul with wonder and awe.
Brandon Helms, CRPC®, AIF®, RICP®
Plan Consultant/Financial Wellness | Retirement Plan Analytics
Brandon joined RPA in October of 2015 and brings over 10 years of knowledge and experience in working with retirement plan sponsors and their participants.
His core responsibilities include helping plan sponsors create more successful retirement programs, participant financial wellness programs, participant retirement income planning and retirement plan consulting. These responsibilities allow Brandon to focus on his passion of helping participants become better prepared for retirement!
Brandon graduated from Appalachian State University with Bachelor’s Degrees in Finance & Banking and Risk & Insurance. Brandon has obtained his Series 7, 63, 66, Life, Accident and Health insurance licenses and has achieved the Chartered Retirement Planning Counselor, Qualified Plan Financial Consultant, Accredited Investment Fiduciary, and Retirement Income Certified Professional designations*.
In his spare time Brandon enjoys spending time with his wife Lauren, sons Carter & Greyson, yellow labrador Tanner and enjoys all sports and outdoor activities.
Growing up, I always wanted to be: An airplane pilot or a chef
If I won the lottery, I would: Continue working – otherwise I would go crazy. Travel around the world. Create experiences with family. Start a business/non-profit and foundation.
Cindy Tacker, AIF®
Operations Manager | Retirement Plan Analytics
Cindy joined RPA in April of 2015. With over 15 years of experience in the retirement services industry, Cindy is well versed in recordkeeping operations, plan sponsor and financial advisor support. She assists clients with fiduciary compliance, plan design, plan benchmarking, vendor searches, plan transitions, vendor management, investment reviews and ongoing plan administration. Her expertise lies in fiduciary risk management, problem resolution and plan operational support. She demonstrates her commitment to driving loyalty by delivering exceptional service and fostering a trusted, personal, and valued partnership.
Cindy has obtained her Series 6, 7, 63, Life, Accident and Health insurance licenses and Accredited Investment Fiduciary designation*.
She resides in Charlotte, NC where she enjoys spending time with her husband Jason, their two children and family pets. In her spare time, she also enjoys volunteering at a local children’s ministry.
Coolest place I've ever been: Hawaii
Three things I could not live without: My faith, my husband and kids, and of course Diet Coke
Wayne Greenough, AIF®
Senior Consultant | Retirement Plan Analytics
Wayne Greenough joined RPA in December of 2016 as a Senior Consultant. He brings over 30 years of pension industry experience to RPA. Over his career, he has worked as a financial analyst for a major Insurer, a pension analyst for a regional TPA and a pension product wholesaler for two major financial institutions. His last 15 years he worked as a pension specialist for a local Financial Planning practice. His focus at RPA is equipping plan sponsors and their participants to make more informed decisions. Wayne complements the RPA team well with extensive expertise in fiduciary compliance, plan design, vendor searches, vendor management, investment reviews and ongoing plan administration.
Wayne attended Wake Forest University where he received a degree in History and played baseball and music while attending. He has obtained his Series 6, 65, 63, Life, Accident and Health insurance licenses*.
Wayne was born in Boston, Massachusetts, raised in Enfield, Connecticut and now resides in the Charlotte, NC area. He enjoys family activities, yoga, working out and hiking. He attends Huntersville United Methodist Church.
If I was not a Retirement Plan Consultant, I would be: A history professor
My Proudest achievement: My family
Brendan Wells, CPFA®, CRPS®
Director of Marketing | Retirement Plan Analytics
Brendan is a Clemson University Economics graduate with a passion for helping others prepare for retirement. He learned about Dave Ramsey’s baby steps of financial success at a young age, and decided to pursue the field of money management to inspire others as a result.
He joined the RPA team in July of 2015 as a plan analyst developing his plan foundation and benchmarking abilities. Brendan now manages RPA’s business development efforts and diagnostic profile process. In addition, he acts as a liaison for equipping RPA’s advisor partners to serve our retirement plans with excellence.
Brendan holds the Certified Plan Fiduciary Advisor (CPFA), and is currently studying for his Chartered Retirement Plan Specialist (CRPS) designation.
One person I'd like to meet: Dave Ramsey / Warren Buffet
Favorite movie of all time: Gladiator
Evan Avery, CPFA®
Client Services Specialist | Retirement Plan Analytics
Evan joined RPA after spending four enjoyable years at Grove City College, and has recently passed the CFP® Certification Exam. He currently has his Series 65 license*, and is studying to pass the Series 7 and 63. Evan has a background in finance and financial planning, and is passionate about taking the complex matters of finance and making them more relatable to those who don’t work in financial services. This desire to educate has led Evan to increasingly work with participants in retirement plans served by RPA through financial wellness. Alongside of this, Evan enjoys creating financial plans which endeavor to help families and individuals to reduce financial stress and increase their efficiency with money. Evan also helps onboard new clients and aids in developing and enhancing RPA’s retirement plan reviews.
Outside of work, you can find me: training for a marathon or IRONMAN® triathlon!
Coolest place I've ever been: It’s a tie between backpacking in the Grand Canyon or going for a run in the Swiss Alps!
Taylor Timmerman, CFS®, CPFA®
Client Services Specialist | Retirement Plan Analytics
Taylor joined RPA after being at Vanguard in their Retail Investor Group. Taylor graduated from Liberty University and currently holds the Series 7 and Series 63 licenses* as well as obtained the Certified Plan Fiduciary Advisor (CPFA) designation. Taylor plans to start studying for the CFP® in the upcoming year. Taylor’s focus at RPA includes Plan Reviews, Plan Consulting, Client/Advisor Relationships and Financial Wellness Strategy. Outside of work Taylor enjoys playing guitar, live music, and traveling.
Favorite place: Bald Head Island, North Carolina
Favorite sports team: Panthers, Hornets
*Securities registrations held through LPL Financial.