Meet our team
Tim and Will are a father-and-son team. When Tim “Retired” from his firm in Cincinnati after 40 years and moved to Arizona in 2019 with his wife Paula is when they decided to start their business together. The business plan they put together was to focus on helping educate individuals on making the transition from accumulation planning into distribution planning. Tim was living through this transition in real time and approached Will with the difficulties that come along with making that transition. Since then, they have focused on helping others make this transition as smooth as possible. After 15 years of living across the country from one another (Will has been in Arizona for 19 years), now they spend their days working together to help individuals be successful and enjoy their retirement with confidence.
Will Murray
Wealth Advisor
Will has spent his whole life in and around the financial services industry. He first began working in this industry in junior high spending his summers at his father’s office filing paperwork (in the days before everything was moved to computers) in the 1990’s. Will moved to Arizona in 2004 and attended Arizona State University. As a financial advisor, Will specializes in truly getting to know his clients and their needs. Anyone can sell services and products, but Will is sharply focused on truly understanding his clients and building long term relationships.
When Will isn’t working, he enjoys spending his time with his wife JC and their two daughters Kiwi and Xyla. Some of this favorite past times are skiing, camping, gardening, cooking, baking, and traveling.
Tim Murray
Wealth Advisor, CHFC®, CLU®
After 40+ years in the insurance industry, Tim still wakes up every day challenged and passionate about providing opportunities for individuals and families who want to enhance their planning for their businesses and families to find confidence in their financial future. Tim has served as the general agent for three of the biggest insurance companies in the country, and was responsible for leading, training, and developing hundreds of financial advisors on how to best serve their clients. Now, he’s taken that expertise and adds a wealth of knowledge at Efficient Advisors. Tim holds his Life and Health licenses, and is the team’s resident expert in fixed index annuity, life, disability, and long-term care products.
When not working, Tim can be found on the golf course or spending time with his wife, Paula, or traveling around the country spending time with his children and grandchildren.
Our Partners
Our firm partners with Efficient Advisors. Founded in 2009, they deliver prudent investment solutions by partnering with over 200 financial advisors nationwide. They support investors across the country and to manage over $2 billion in assets. Efficient Advisors share our investment philosophy and commitment to high-touch client service by offering our clients the support they need to accomplish their financial goals.