Our Team

A Chairman’s Council advisor with additional background in accounting, Tim Eyerman brings a unique breadth of knowledge to the E&M Consulting of Raymond James & Associates practice. Whether working with individuals or employers with well-established retirement plans, he is dedicated to helping clients develop, implement and monitor planning solutions that meet their unique needs.

A graduate of Bowling Green State University, Tim started his career with Barnes Wendling Cook & O'Connor as a staff accountant. Tim then gained valuable corporate finance experience in a position with The Jacob's Group, a national real estate development firm. After developing his expertise, along with becoming an Investment Advisor Representative and Accredited Investment Fiduciary™, he began advising clients on their investments in 1991. In 2006, after 15 years with McDonald Financial Group, Tim joined Raymond James & Associates as a co-founder of E&M Consulting.

Tim is recognized by Raymond James as leader in retirement plan consulting by his position on the Retirement Plan Advisory Council. This group represents less than 1% of all Raymond James Advisors. E&M Consulting serves as a trusted advisor to over 50 business owners and executives who are responsible for more than 30,000 employees nationwide. E&M Consulting also manages the private investments of more than 145 families.

Born and raised on the west side of Cleveland, Tim currently resides in Strongsville, Ohio, with his wife, Pam, and their three children, Ryan, Adam and Janie. He and his family currently attend Grace Church. In his free time, Tim enjoys exercising, playing golf, coaching youth sports and spending time with his family.

Membership in the Chairman’s Council is reserved for an elite group of Raymond James Financial Advisors who adhere to the highest standards of service for their clients and who display exemplary professional growth

Scott Jones brings his passion and experiences in the retirement services industry to E&M Consulting of Raymond James. He has spent the last several years assisting plan sponsors and investment committees managing their fiduciary responsibilities pertaining to qualified retirement plans. Additionally, Scott has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary 360. He has received formal training in investment fiduciary responsibility. The AIF® was named one of the "Ten Most Wanted" designations in the investment industry by Financial Planning Magazine.

Scott is recognized by Raymond James as a leader in retirement plan consulting by his position on the Retirement Plan Advisory Council. This group represents less than 1% of all Raymond James Advisors. E&M Consulting serves as a trusted advisor to over 50 business owners and executives who are responsible for more than 30,000 employees nationwide. E&M Consulting also manages the private investments of more than 145 families.

As a graduate of Mount Union College in Alliance, Ohio, Scott began working in the retirement services industry with Wachovia Retirement Services in Charlotte, North Carolina. In 2008, he joined Oswald Financial, Inc. a division of The Oswald Companies located in Cleveland, Ohio where he held the title of Senior Consultant. He joined Raymond James in 2011 as Associate Vice President, Investments of E&M Consulting. Scott is currently pursuing his Masters of Business Administration in Finance from Cleveland State University.

Scott and his wife, Michelle, reside in Macedonia, Ohio where they attend St. Barnabas Church. During his free time, Scott enjoys spending time with family, playing soccer, golf, and watching Cleveland sports.

Susan Butcher
Registered Investment Associate

Susan Butcher brings more than 17 years of industry experience to the E&M Consulting team. Having developed extensive client service expertise in both institutional, as well as retail, areas of the financial services field, she is well-equipped to respond to a range of client requests.

Susan attended Ohio State University. Originally from Frankfurt, Germany, and raised in Independence, Ohio, she currently resides in North Royalton with her husband, James. She is a regular volunteer with Habitat for Humanity, the Cleveland Food Bank and the Brookside Center. In her free time, Susan enjoys traveling, skiing, golf and home improvement projects.

Affiliated Advisor
Michael J. West CFP®, WMS®
Vice President Investments

Michael has over 16 years of investing experience and manages a sizable wealth management practice. Being licensed in both securities and commodities affords Michael the ability to develop diversified portfolios that encompass a broad array of asset classes for E&M Consulting. Michael handles client development as well as estate and retirement planning.

Michael graduated from Bob Jones University with a degree in finance. Away from the office, Michael enjoys spending time with his family. He and his wife, Brenda, have eight children. Also outside of the office, Michael is involved with several non profit organizations including: Gospel Fellowship Association, Professionals International, and Berean Bible Church Planting Foundation. He and his family enjoy travel both domestically and abroad.

Key Home Office Support

Raymond James Asset Management Services

Raymond James Asset Management Services (AMS) is dedicated to being a one-source solution for professionally managed investment portfolios. AMS brings institutional-quality investment management to clients, including forward-looking asset allocation models with the help of Mercer's Capital Market Assumptions. Currently AMS employees 199 professionals who focus daily on asset allocation, extensive manager research and due diligence and advise on over 37 billion dollars. The following represents the AMS Instituational Investment Process:

1. Develop forward-looking risk return and correlation assumptions for the various asset classes to be included in the portfolios.
2. Optimize the asset allocation and build efficient portfolios from the selected asset classes which are designed to maximize returns at each level of risk.
3. Search for high quality investment managers that have consistently compensated investors for the active risk taken and construct our client's portfolios.
4. Continuously monitor every element of the process to ensure that we are providing an institutional quality program and portfolio that works toward reaching clients goals.

Raymond James Mutual Fund Research

Raymond James has offered open-end mutual fund research to its financial advisors since 1992, and in 1997 became one of the first firms to offer client approved mutual fund research reports. The goal of the Raymond James Mutual Fund Research process is to create a list of recommended mutual funds representing the major asset classes that may outperform other comparable mutual funds over a full market cycle. In seeking to accomplish this goal, the research team compiles a list of recommended funds, conducts ongoing due diligence, and makes changes to individual fund ratings as necessary. The Mutual Fund Research team applies a rating on the mutual funds it covers as “Highly Recommended” or “Not Recommended.” If there is a material change in the funds management, style and/or performance, it may be placed “Under Review” until further analysis is complete.

Investors should carefully consider the investment objectives, risks, charges and expenses of mutual funds before investing. The prospectus contains this and other information about mutual funds. The prospectus is available from your financial advisor and should be read carefully before investing.

Past performance may not be indicative of future results. Asset allocation does not guarantee a profit nor protect against loss.

Financial and Retirement Planning

Raymond James provides an impressive range of services and strategies through its Financial and Retirement Services Team. This consulting group of professionals is dedicated to supporting our staff with financial, estate and retirement planning strategies to complement the vast selection of investment alternatives and services we offer to our clients.

Compliance

Raymond James Compliance ensures adherence to all rules, regulations, policies and standards that govern the firm and the securities industry. Compliance cover a wide range of roles such as auditing and educating branches, anti-money laundering review, responding to complaint and regulatory inquiries, establishing and monitoring control mechanisms, and registering firm representatives.