Loyd H. Rawls, CEO and Founder
Office Location: Orlando, FL.
Daniel Thill, Chief Operating Officer
Office Location: Orlando, FL.
Donald Doudna, Partner/Director
Office Location: West Des Moines, Iowa.
Dan Schneider, Partner, Director
Office Location: Newton, Iowa.
Hugh Roberts, Partner
Office Location: Woodland Hills, CA.
David Ciambella, Partner, CFP
Office Location: Orlando, FL.
Jeff Faulkner, Partner
Office Location: Woodstock, GA.
Woodward Brenton, Partner
Office Location: Des Moines, Iowa.
John Bennett, Partner
Office Location: Raleigh, NC.
Russell Phillips, Partner
Office Location: Orlando, FL.
Don Ray, Partner
Office Location: Memphis, TN
Mike Montgomery, Retirement Plan Consultant
Office Location: Tampa, FL
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Bio: W. Michael Montgomery, AIF, CFS, CLU, Retirement Plan Consultant |
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Mike Montgomery has more than thirty-two years experience as a pension speciallist and regional manager for several of the industry's leading 401(k) providers. He has designed, installed and serviced hundreds of retirement plans and can fine-tune your 401(k) program so you and your employees receive the maximum benefit from the plan.
Mike's professional designations include
* Accredited Investment Fiduciary® (AIF)
* Certified Fund Specialist (CFS)
* Chartered Life Underwriter (CLU)
He is also a FINRA Registered Representative and investment advisory representative for Financial Telesis Inc., and SEC registered investment advisor
Mike is also active in a number of industry organizations, including the Florida West Coast Employee Benefits Council (Past President), the American Society of Pension Professionals and Actuaries (ASPPA) and the ASSPA Benefits Council of Central Florida.
Rawls Employee Benefits Division
14502 N. Dale Mabry Highway, Suite 328)
Tampa, FL 33618
813.868.1927 (tel) 813.868.1920 (fax)
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*Securities and investment advisory services offered through Financial Telesis Inc.
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