Kristie is our Owner and head Pension Consultant. She has worked in the plan administration field for over 25 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 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 is our Pension Administrator. She has worked in the plan administration field for over 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).
Andrea and Amanda are our Distribution and Loan Specialists, our Payroll Processing Specialists, as well as our office assistants.
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 over 25 years, Norton James Retirement Services still has one of the most competitive pricing structures in Arizona.