Welcome, Elite Retirement Consultants, LLC & Dispenziere & Associates LLC, Clients. We are honored to have you join the Procyon community!

 

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02 Dec

Posted at 19:00h in by

Tim serves as a Managing Principal at Procyon, where he combines academic expertise with practical leadership to help guide the firm’s growth and vision. His approach integrates human resources, business administration, and organizational development, creating a culture that emphasizes excellence, collaboration, and accountability.

Tim holds a Doctor of Education (Ed.D.) and Education Specialist (Ed.S.) degree from the University of Michigan, a Master of Business Administration from the University of Kansas, a Master of Arts in Management and Leadership from Liberty University, and a Bachelor of Arts in History from the University of Michigan. He also maintains a Series 65 license and SHRM-CP certification. His diverse educational background provides a broad perspective on both business strategy and human performance.

Before joining Procyon, Tim began his career as an educator and later transitioned into business leadership, where he found his passion for helping organizations and individuals reach their potential. He is the author of The Special Sauce: Secrets of Successful Schools, which explores the principles of effective leadership and growth.

Outside of work, Tim enjoys traveling, reading, and attending sporting events. He and his wife, Holly, are proud parents of two children and enjoy spending time together as a family.

 

16 Jan

Posted at 16:27h in by

Harry is a veteran of the financial services industry with over 10 years of building and leading advisory teams. At the Chief Revenue Officer of Procyon, he brings a comprehensive and consultative approach to wealth management, focusing on the development and success of the financial professionals on the Procyon team.

Harry’s focus on leadership and development stemmed from his experience as the first employee at a nationwide fintech financial advisory firm called Facet. At Facet, Harry helped build the business over six years from a pre-revenue stage to 13,000 active households across the United States. While at Facet, Harry held a variety of key leadership roles, including building the sales organization and leading the financial planning team. Harry left Facet in 2023 as their Chief Revenue Officer and a member of the executive team. At Facet, Harry was a part of the CFP Board’s Financial Advice Working Group, actively working with financial planning leaders across the country on opportunities to improve how advisors deliver client service. Prior to Facet, Harry worked at a boutique ultra-high net worth consulting firm focused on providing complex insurance and trust solutions to families.

Harry has a BS and MS from Bentley University. At Bentley, he studied corporate finance and accounting (BS) and financial planning (MS). He also earned the CFP designation early on in his career.

Outside of work, Harry resides in Worcester, MA with his wife, dog, and cat. He continues to play competitive amateur golf and enjoys following his favorite Boston sports teams.

 

02 Dec

Posted at 19:00h in by

Spencer serves as a Sales Development Representative at Procyon, where he combines an entrepreneurial mindset with a dedication to helping clients pursue greater financial confidence. His work focuses on supporting the advisory team through outreach, education, and engagement, ensuring that each client interaction reflects Procyon’s values of care and professionalism.

Spencer’s professional journey began as a small business owner, where he developed leadership, communication, and financial management skills. Inspired by a former client in the financial industry, he transitioned into wealth management to make a broader impact, bringing his client-first philosophy and curiosity for financial planning to Procyon.

He specializes in retirement planning, investment strategy, and tax efficiency, working with advisors to build customized solutions for clients. Known for his approachable nature and attention to detail, Spencer values creating meaningful relationships built on trust and transparency.

Originally from West Bloomfield, Michigan, Spencer enjoys spending time outdoors, exercising, exploring nature, or practicing archery.