Hi, I'm Christy, owner of Elite Retirement Alliance, LLC aka tpa(k). I'm a lawyer, and sommelier. Some of you may remember me from my former company Vindicated LLC, where I conducted wine education events for advisors, TPAs, and Recordkeepers across the country. It was a pleasure meeting so many people in the financial services industry and teaching them about wine.
Hi, I'm Tony, the lead developer at tpa(k) My passion is creating frictionless sales tools for the retirement industry that increase sales. I firmly believe every retirement plan is better off with a TPA. This passion has allowed me to utilize the 30 years of experience and skills I picked up in the financial services industry including RK programmer/analyst, the industry's first TPA services manager, a Recordkeeper RVP, DCIO RVP and now developer creating digital sales tools.