James Tinsley, Senior Retirement Plan Advisor

James Tinsley, QKA, QPFC

Senior Retirement Plan Advisor

Overland Park, KS

As a senior retirement plan advisor, James works to deliver quality retirement plan solutions to plan sponsors and their participants, with an emphasis on fiduciary guidance, plan design consulting and financial wellness education for participants.

James has more than 17 years of experience in the financial services industry. Prior to joining Mariner Wealth Advisors, James was a retirement plan consultant at Two West Advisors. Before joining Two West Advisors, he worked for a Third Party Administrator where he gained knowledge on the inner workings of a retirement plan, including the impact of plan design, payroll contribution processing, participant enrollments, retirement plan conversions and participant distributions processing.

James has a bachelor’s degree in Business Administration (B.B.A.) focused in Business Administration and Management, General from University of Phoenix. He has received the Qualified 401(k) Administrator (QKA) designation, the Qualified Plan Financial Consultant (QPFC) designation and has passed the Series 7, 63 and 65 exams.