Meet Our Texas-based Team
With an extensive background of working with employee benefit plans for over 25 years, Michael understands the ins and outs of group policies. He draws upon this knowledge to help clients navigate through their benefits and plan for retirement.
As part of the retirement planning process, Michael takes pride in helping employees retire with a sure thing. This sure thing provides them with peace of mind knowing that they’ve mapped out their next steps and defined a tax-saving approach to retirement.
Michael’s passion is to help employees create more income, pay fewer taxes, and have a safe retirement. Plus, he factors in how much income his clients will need to retire in 10 to 15 years when creating their tax-saving, retirement plan.
Bobby spent over 20 years in the corporate world as a manager, and national account manager for a large Fortune 250 company before moving to the Texas Hill country.
He worked with large and small businesses to develop employee benefit solutions and communications. In recent years, he worked with individuals and businesses to develop retirement plans with a focus on tax-free retirement revenue and conversions of tax-deferred saving plans.
Bobby is a fourth-generation Texan and has been married for 46 years to Carolyn, his high school sweetheart.