Steve founded Retirement Plan Advisors (RPA) in 1989 in an effort to provide independent and objective assistance and advice to retirement plan sponsors during an era in which most consultants were simply purveyors of products. Graduating from Texas Christian University in Fort Worth, Texas with a Bachelor of Arts Degree in History, Steve spent 7 years in the U S Army as a helicopter pilot. He was also the president of a multi store retail chain for 12 years prior to entering the financial services industry. He is active as a volunteer in the Seattle area where he is currently the Chair of the Northwest Kidney Centers Retirement Plan Committee as well as Chair of both the Centers and Foundation Investment Committee for the same organization. Also a member of the their Finance Committee, he has held similar positions with the Multiple Sclerosis Society of Washington and the Redmond, Washington, Chamber of Commerce. Steve and his wife Peggy live in Bellevue, Washington, and have three children and three (currently) grandchildren.

Scott has been a Principal of the Retirement Plan Advisors since 1991. A graduate of Whitman College with a Bachelor of Arts Degree in Economics, Scott earned the Certified Investment Management Analyst designation from the Wharton School of Business at the University of Pennsylvania and the Accredited Investment Fiduciary designation awarded through the University of Pittsburgh. In addition, he is a current member of the Western Pension and Benefits Conference an Advisory Board Member of the First Trust Corporation. Scott and his wife Tiffany and their four children reside in Seattle where he is avid bicyclist and golfer.

Joe is a graduate of Colorado College with a Bachelor of Arts Degree in Economics. He is a Certified Public Accountant and a Chartered Financial Analyst. In his over 20 years of investment experience, Joe has worked as a retirement plan sponsor in his role as a benefits manager for a major retail chain as well as an investment analyst for the Frank Russell Company specializing in international investment management. In his position as a Principal of Retirement Plan Advisors, Joe is responsible for managing the investment consulting group, providing plan sponsors with detailed analysis and recommendations on their plans’ investments. Joe has been with RPA since 2000. Joe is a member of the Board of Directors of the Northwest Kidney Centers and is an avid mountain biker and hiker. He and his wife Deanne have two sons and live in Bellevue, Washington.