Kelly Tyriver QKA, CPFA®, NQPC™

Kelly Tyriver
Senior Retirement Plan Manager II
M3 Financial Service Lead

Get to Know Kelly

Favorite Smell
Eucalyptus
Book I Recommend
My Personal Best, by John Wooden
Never Have I Ever
Read or watched Harry Potter
It Takes Me Back
VCRs

Kelly Tyriver is a senior retirement plan manager II with M3 Financial. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on employer support and employee retirement readiness.

Tyriver draws on her deep understanding of difficult retirement plan topics such as controlled groups, affiliated service groups, multiple employer plans, and mergers & acquisitions in serving her clients.

  • Bachelors of Business Administration in finance from University of Wisconsin-Oshkosh
  • Gained 16 years of extensive industry experience with thousands of retirement plans such as SEP, SIMPLE, 401(k), 403(b), 457(b), non-qualified, money purchase, profit sharing, defined benefit and cash balance
  • Joined M3 Financial in 2021

Designations

  • Qualified 401(k) Administrator (QKA)
  • Investment Advisor Representative (Series 65)
  • Certified Plan Financial Advisor (CPFA®)
  • Nonqualified Plan Consultant (NQPC™)

Involvement

  • National Association of Plan Advisors (NAPA)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Non-profits, board member
  • Youth coach

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