Timothy M Schannep
CBIZ Financial Solutions
CBIZ offers a wide variety of financial consulting services in Tucson, Arizona. Mr. Schannep is a Vice President, Retirement Plan Solutions. He is responsible for implementing the CBIZ Fiduciary Risk Manager for his clients to help them manage the personal liability associated with being a fiduciary.
He and his team work with local Arizona businesses in the small to mid-plan market ($500K - $50M) to offer a mix of institutional and individual retirement plan services. The team, a bilingual mix of financial professionals with a long history to retirement experience, works with a broad spectrum to employees to offer financial literacy.
CBIZ Retirement Plan Services was named one of PlanAdviser’s Top 100 Retirement Advisers in 2014, 2015 & 2016. Mr. Schannep received his bachelor’s degree from the University of Arizona and his master’s degree from Western Washington University. He lives in Tucson with his family.
Client Plans: 75
Retirement Plan Assets: $149 Million