Our Team
Kristie James, Owner. QKA
Kristie is our Owner and head Pension Consultant. She has worked in the plan administration field for over 20 years. She holds the designation of Qualified 401(k) Administrator from the American Society of Pension Professionals & Actuaries (ASPPA)
Debi McIntire, CPC, QPA, ERPA
Debi is our Pension Consultant. She has worked in the plan administration field for more than 25 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 Edberg, QKA, BSIT
Deborah is our Pension Administrator. She has worked in the plan administration field for 10 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 Davis
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 10 years.
In Memory of Tom Norton, Founder.
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.