Retirement Advisors of America

Ron has been in the investment industry for over 25 years, and has worked with retiring crewmember families since 1987. He is the co-founder and Chairman of Retirement Advisors of America, A PHH Investments Company. Ron is a national speaker on Leadership and Entrepreneurship and is very involved with the charitable organization Equip. He is a graduate of Dallas Baptist University with a Bachelors degree in Business. Ron has recently joined the national Board of Directors of the Autism Society of America.

Bart has been in the investment industry for over 25 years.  Bart served as Vice President, Director of Sales for American Beacon Advisors and the American Beacon Funds until 2006.  His responsibilities included new business development and client services.  Bart joined American Beacon Advisors from Henry S. Miller’s Real Estate Securities Corporation in August 1988. He started his career with the accounting firm of Touche Ross & Co. in Dallas after receiving a BBA in Accounting and Finance from Baylor University.

John is a 20 year veteran in the venture capital / private equity industry.  In 1995 he founded Cornerstone Equity Partners and in 2000 co-founded Grayhawk Capital,  both private equity management firms.  Together they managed venture capital funds and a buy-out fund with approximately $150 million under management.  Prior to Cornerstone, he was a partner with Banc One Capital Partners managing private equity / mezzanine investments. Prior to Banc One Capital, he served as CFO of R.J. Moran, Inc., a diversified holding company that owned and operated radio stations, real estate, and oil and gas production, and began his career with Arthur Andersen & Co.

John obtained his Bachelor of Business Administration from Baylor University. He is a member of the board of the Baylor Foundation and has served on the boards of over 20 privately held companies and one public company, New Century Financial Corporation.

Bill has been in the securities and investment management business since January 1977, when he started working for the Wall Street firm of Blyth Eastman & Dillon. In 1979, he began working with American Airlines pilots helping them manage their retirement fund assets. In 1986, he joined Balanced Financial Asset Management Corporation as its President, and left in 1988 to start LAMP Advisors, Inc., a firm that worked with retiring commercial airline pilots in managing their retirement assets. In 1994, LAMP Advisors, Inc. merged with Pritchard, Herr and Associates to form Pritchard, Hubble and Herr, Inc. Bill is a Chartered Financial Analyst and has a MBA degree in Finance. He is a member of the CFA Institute, the parent organization for financial analysts.

Ken began his career in banking in 1982 and then accepted a position in 1986 with an institutional financial services firm where he became National Sales Manager, managing institutions and sales representatives across the country. He was a Financial Consultant with RAA in the mid-nineties and has been with Retirement Advisors of America, A PHH Investments Company since 2000. Ken received his B.S. from Howard Payne University in the Douglas MacArthur Academy of Freedom, an undergraduate honors program and has been working with pilots and their families since 1995.

Tex is responsible for the preparation of all financial reporting and firm compliance.  He served as a consultant/outside accountant to Retirement Advisors of America prior to joining full time in January of 2004.  Tex holds a BBA in Accounting from Baylor University and is a Certified Public Accountant in the State of Texas.

Mark has been in the financial services industry since 1984. He was with Fidelity from 1991 to 2000, serving as a Team Manager from 1993 to 2000.  He served as a Certified Financial Planner™ for the Dallas office of First Tennessee Bank from 2000 to 2002, and has been with Retirement Advisors since 2003.  Mark obtained his BS in Finance from Northern Illinois University, and his MBA in Financial and Estate Planning from the University of Dallas.  Mark has been a Certified Financial Planner™ since 1997.