We’re here to make
retirement planning easy.

For Business Owners and Financial Advisors who
like to leverage their time by partnering with the experts.

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The TPA, Recordkeeper, Financial Advisors relationship needed a change.

After more than 25 years in the financial industry, we found shortfalls in the TPA, Recordkeeper, and Advisor relationship. We knew we could create a better experience for everyone involved.

So, we created our own TPA firm. Since our first partnership we’ve supported thousands of Client-Financial Advisor relationships our own way.

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Meet Your TPA Team

We’re the experts in retirement plan design, administration, HR assistance and fiduciary support
– so you don’t have to be.

MAP Partners

Chad Carroll

Managing Partner

Bob Carroll

Managing Partner

Matt Reimer

Managing Partner

Angela Thrift

Marketing Director & Partner

MAP Leadership

Sue Fowle

Chief Financial Officer

Michelle Tinkham


Denise Falbo

Vice President Operations
CLA Liaison

Kim Laughrin

Director of Account Management

Jaime Anday

Director of Account Management

MAP Sales Team

Frank Coffey

Regional Vice President & Partner

Illinois and Indiana

(708) 522-9078


Drew McSkimming

Regional Vice President


(313) 418-4646


Matt Stone

Regional Vice President

Georgia, South Carolina & North Florida

(864) 524-5777


Carla Petty



(920) 393-3897


Tim Ferguson

Regional Vice President


(262) 385-7295


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Our Investment Partners Include