Driven by Excellence.
Guided by Kingdom Purpose.
We are a team of driven, experienced people who, in many ways, are just like you—we care about the people we serve. Our motto is “do everything with excellence for Kingdom purpose.”
As industry experts in 403(b) and church retirement plans—and with a number of staff members who have served in churches and in the mission field—we are uniquely qualified to understand your specific situation.
At Envoy, we truly care about you. We have departments set up to make the onboarding, administration, and client service processes simple and easy. We take care of the hard stuff, so you don’t have to.
Advisory Services
The Advisory team oversees the investment menus of Envoy’s retirement plans. Advisory works with the plan to develop an investment policy statement, and then, helps create, monitor, and update the investment menu on an ongoing basis. Advisory also works in conjunction with our sister company, Harvest Investment Services, to provide Biblically Responsible Investing options for our retirement plan menus. Through our adherence to defined processes, Envoy clients can be confident that their plan menus are regularly monitored for performance. And through our role in the Faith-Driven Investing movement, Envoy clients can be assured that they have options consistent with their Christian values.
Tim Bayless
Client Investment Services Team
Envoy’s Client Investment Services Team has a combined total of 20 years investing experience. They help plan investments and manage wealth for clients of all backgrounds and levels of resources. They ensure that everyone that calls Envoy their investing home has a customized financial plan for funding their future ministry.
Jeff Grimes
James Hanley
Recordkeeping Services Team
The Recordkeeping team manages and tracks all participants in an Envoy retirement plan, the investments they own, and how their money is coming in or going out. Using our trusted Recordkeeping service decreases the time plan sponsors spend on administrative work and allows them to focus on their fiduciary responsibilities for the plan.
Tom Lau
Elliott Innes
Third-Party Administration (TPA) Team
The TPA team works with the plan sponsor to ensure ongoing accuracy of the plan, to minimize the time the plan sponsor spends on plan oversight, to meet compliance deadlines, and to coordinate with all parties. The TPA team makes sure that plan and participant records are accurate and compliant and that they follow the legal Plan Document.
Tom Pfeifle
Tomika Preston
Retirement Consulting & Sales Team
The Sales team consults with organizations, evaluates their existing retirement program, and supports in new plan implementation. This team understands the importance of having a Future Funded Ministry and designs a program that best serves the plan sponsor—and ultimately each participant—as we all collectively build God’s Kingdom.
Tim Struck
Client Services Team
The client services team is equipped to take care of all of our plan sponsor & participant’s questions or concerns. We know retirement planning can become confusing or just downright overwhelming at times. That’s why we give each participant one-on-one attention, listening to their unique questions or concerns, and working to make sure their issue is completely resolved. Our goal is to provide a place where the people we serve feel taken care of and can walk away with confidence after each and every call.
Tiffany Innes
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