Ty Wheeler, MBA, CPFA®

Observer
DISC Type : ci

Retirement Plan Advisor at CuraFin Advisors

Scottsdale, Arizona, United States

Overview

Ty Wheeler is a Retirement Plan Advisor at CuraFin Advisors in Phoenix, AZ, with an MBA and a Series 65 certification. He leverages a diverse background in project management, HCM technology, and international logistics to help organizations achieve strategic goals through best-practice retirement and education solutions. He holds a BS from the University of Arizona.

Outside of his professional life, Ty is based in the Phoenix area and has a keen interest in the local scene. He enjoys exploring local restaurants and is a self-proclaimed fan of IPA craft beers, indicating an appreciation for the local food and brewery culture.

Unique fact: Ty is a two-time winner of the "Sales Ambassador Club" award, highlighting a consistent history of high performance in his previous roles.

Personality Overview

Value Driven

Curious

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Retirement Solutions
His career focus is on delivering qualified and non-qualified employer-sponsored retirement plans that provide long-term value for employees.
HCM Technology
His background includes advising on Human Capital Management (HCM) solutions to help organizations achieve strategic business goals.
Project Management
Previously worked for a Microsoft Gold Partner, providing project and portfolio management services and solutions to clients.

Media Appearances

Ty has no verified media appearances

Work History

4-2024
Retirement Plan Advisor at CuraFin Advisors
12-2022 - 4-2024
VP, Sales and Marketing - Retirement Plan Consulting Services at HUB International
5-2022 - 12-2022
HCM Solutions Advisor at Paycor
6-2019 - 5-2022
Business Solutions Executive at Sensei Project Solutions
9-2017 - 6-2019
Sr. Int'l Account Manager - Enterprise, Federal Public Sector & DOD at DHL Express

Education

2009 - 2014
Bachelor of Science - BS from University of Arizona
2020 - 2022
Master of Business Administration - MBA from Grand Canyon University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Scottsdale, Arizona, United States Job Level : N/A Designation : Retirement Plan Advisor at CuraFin Advisors
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Insights For Selling To Ty

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ty is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Ty

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Ty move?

  • They like to analyze well and then make their decisions.
  • Can Ty take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Ty

Personality Compatibility


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