About Us
Efficient Plan is dedicated to the retirement plan industry. We set ourselves apart by taking an extra step as an RIA and Fiduciary on your plan, while being reliable advocates of financial wellness for your employees. Our clients’ retirement plan success is our top priority. Just take a look at the definition of efficient for a moment, and you will learn a great deal about who we are at our core.
ef·fi·cient
adjective
- (especially of a system or machine) achieving maximum productivity with minimum wasted effort or expense.
- (of a person) working in a well-organized and competent way.
- preventing the wasteful use of a particular resource.
The difference between Efficient Plan, and the services provided by the average broker, provider or advisor are easily found after spending just a few minutes with the firm’s President, Tyler Harrison.
Tyler Harrison is an Accredited Investment Fiduciary Analyst (AIFA®) who has been working in the banking and finance field since 2005. Through his work as an Independent Investment Advisor, Tyler noticed an industry-wide need for honest, transparent, and conflict-free service within the niche of corporate retirement plans. Aspiring to be the change, Tyler founded Efficient Plan in 2013, an investment advisory firm focused on corporate 401(k) plans and fiduciary services.
As an investment advisor and the firm’s founder, Tyler is committed to helping plan sponsors and plan advisors reach their fiduciary responsibilities and plan goals through efficiency optimization, intelligent design and proven technology to increase participant enrollment and individual contributions to the plans. He interacts closely with plan sponsors to help them manage and monitor their company’s plan, with an emphasis on minimizing fiduciary liability and exposure.
Tyler holds a Bachelor of Science in Business Management. Tyler is one of approximately 400 financial professionals in the country to obtain the Accredited Investment Fiduciary Analyst (AIFA®) designation. He and his wife, Haleigh, have two small children, Hudson and Everleigh.
Rich Claypool
VP of Business Development/Marketing
Rich Claypool has worked in the financial services industry for over 25 years and brings a remarkably diverse background to Efficient-Plan. Throughout his professional career, he has assisted clients with everything from Retirement planning including life insurance and mortgages to credit repair and debt elimination. Having a well-rounded understanding of all aspects of a client’s financial wellbeing allows Rich to provide consistently sound advice.
Financial planning is not a product—it’s a process. When I sit down with someone for a consultation, I want them to walk away with information that changes how they think about managing their money for the rest of their life. If clients are ENGAGED, they benefit from being EDUCATED, and they end up EMPOWERED. That’s my goal.
Rich holds a BBA in Marketing from Kansas State University.
Richard J. (Rich) Weihing
Rich is a Certified Financial Planner TM practitioner who helps clients reach their financial goals. He works with clients over time, measuring progress and updating as circumstances change.
Areas of Specialization:
– Retirement Planning
– Protection Planning
– Investment Planning
Interests:
– Family
– Church
– Fitness
– Travel
Rich holds a BBA in Accounting from Southern Methodist University, and earned the Certified Financial Planning TM designation in 1993.
Investment Advisor Representative
Omar has more than 8 years’ experience providing clients with various financial services, anything from insurance to financial planning. Before coming to the financial services industry he was a “blue collar guy” and to this day a card carrying Teamster. This is also where he found a great need for financial literacy in himself and his coworkers.
Financial literacy being one of his largest concerns, he originally started his financial services career as an insurance agent. He eventually sought out and acquired the (CFEI) Certified Financial Education Instructor designation. Omar is currently acquiring both the (ChFC) Chartered Financial Consultant and the (CFP) Certified Financial Planner designations under a dual program at The American College of Financial Services. As a member of the (FPA) Financial Planning Association he is striving to become the best financial planner for his clients.
Outside of finance, Omar can be found possibly riding his motorcycle on an old country road, working on some project in his garage/shop or just spending quality time with his lovely wife, daughter and son at home. But then again, he may be just off somewhere reading a book.