Tim Lott is an Account Executive at ENOS Consulting Group, Inc. where he plays a pivotal role in assisting financial professionals with managing and optimizing 401(k) Plans. Tim began his career as a Health Insurance Underwriter at Sun Life US, where he navigated complex client renewals and honed his analytical and risk assessment skills. He later joined EPIC Retirement Services Consulting, a division of HUB International Northeast, as a Client Relationship Assistant, where his industry knowledge was instrumental in strengthening client relationships and delivering exceptional customer service.
Tim holds FINRA Series 7 and 66 licenses, demonstrating his passion in securities regulations and investment products. Tim oversees the daily administration of 401(k) plans, acting as the primary liaison for clients. He ensures seamless account operations, compliance, and client satisfaction while leveraging his deep understanding of securities and financial markets.
Tim holds a degree in Sports Management from DeSales University and is a dedicated professional with a passion for financial solutions that empower businesses and individuals alike. Outside of work, he takes pride in his role as a proud uncle to his nephew, Nolan.
As a key member of the Investment Financial Professionals team at ENOS, Tim’s strategic approach, technical expertise, and client-centric mindset make him an invaluable asset to the firm and its clients.