Our Team

 Kristie is our Owner and head Pension  Consultant. She has worked in the plan administration field for 20  years.  She holds the designation of Qualified 401(k)  Administrator  from the American Society of Pension Professionals &  Actuaries (ASPPA) 

Debi is our Pension Consultant. She has worked in the plan  administration field for more than 20 years. She holds the designation  of Certified Pension Consultant from the American Society of Pension  Professionals & Actuaries (ASPPA) as well as Enrolled Retirement  Plan Agent from the IRS. 

Deborah is our Pension Administrator. She has worked in the plan administration field for 5 years. She holds the designation of Qualified 401(k) Administrator and Distribution and Loan Specialist from the America Society of Pension Professionals & Actuaries (ASPPA). 

Shelby is our Distribution and Loan Specialist, our Payroll Processing Specialist, as well as our office assistant. She has worked in the plan administration field for 4 years. 

After working for several TPA firms in the valley, Tom knew he could  provide customers with better service and quality at a better value, so  he started his own firm. Tom founded Norton Retirement Services, Inc. in  1999. After 20 years, Norton James Retirement Services still has one of the  most competitive pricing structures in Arizona.