VALIC (Custodial Mutual Fund Accounts)
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1 TEXAS TECH UNIVERSITY SYSTEM OPTIONAL RETIREMENT PROGRAM (ORP) AND TAX DEFERRED ACCOUNT PROGRAM (TDA) AUTHORIZED COMPANIES AND APPROVED REPRESENTATIVES June 19, 2015 Eligible employees interested in the Optional Retirement Program (ORP), or employees interested in the Tax Deferred Account Program (TDA) should contact listed representatives concerning details of annuity contracts or custodial mutual funds accounts. Employees may enroll with the vendor of their choice. VALIC Janice Buchanan 3000 Briarcrest Drive Ste., 314, Bryan, TX Tel: , Fax: , Stephen Johns 2745 Dallas Parkway, Ste. 480, Plano, TX Tel: Office: , Fax: , Theresa Krupka Dallas Pkwy. Ste. 770, Dallas, TX Tel: , Manuel Pedroza, Jr Golden Key Circle, Ste. 101, El Paso, TX Tel: , Fax: , TIAA-CREF (Fixed & Variable Annuities and Custodial Mutual Fund Accounts) Jason L. Boyd 2850 Lake Vista Drive, Ste. 200, Lewisville, TX Tel: , Fax: , Jacob Jake Litzau 2850 Lake Vista Dr. Ste. 200, Lewisville, TX Tel: , Ignacio Quiroz - Wealth Management Advisor 2850 Lake Vista Dr. Ste. 200, Lewisville, TX Tel: , Fax: , iquiroz@tiaa-cref.org Matthew Robertson 2850 Lake Vista Drive, Ste. 200, Lewisville, TX Tel: , Fax: , mrobertson@tiaa-cref.org
2 Susan Seiter Wealth Management Advisor 2850 Lake Vista Dr. Ste. 110, Lewisville, TX Tel: , Fax: , PENTEGRA RETIREMENT SERVICES, INC ( Formerly RS Trust Group Co.) Scott R. Dickerson 720 S. Tyler, Ste. 102, Amarillo, TX Tel: , Fax: , sdickerson@navigationfinancial.com Harold Evensky nd St, Ste. 250, Lubbock, TX Tel: , Fax: , Harold@evensky.com Sam Law Offices of Sam Law 6807 Indiana Ave, Ste. 100 Lubbock, TX Tel: , sam@samlaw.com; Michael J. Miller 7120 I 40 West, Ste. 418, Amarillo TX Tel: Martin Nowlin Offices of Sam Law 6807 Indiana Ave, Ste. 100 Lubbock, TX Tel: , martin@samlaw.com Tyler Nowlin Offices of Sam Law 111 Congress Ave, Ste. 400 Austin, TX Tel: , tyler@samlaw.com: Matthew D. Peck Amicus Financial Advisors, LLC 1661 Broadway, Lubbock, TX Tel: , Fax: , mpeck@amicusadvisors.com Benjamin Westney Stonehue Ste San Antonio, TX Tel: , Fax: , ben.westney@plantoroe.com
3 METLIFE RESOURCES (Fixed & Variable Annuities) Beth Bokal 5400 LBJ Frwy, Sutie 1285 Dallas, TX Tel : , Fax : , bbokal@metlife.com David Duchouquette 419 Executive Center, El Paso, TX Tel: , Fax: , dduchouq@swbell.net B. Miles Harris 1800 S. Washington, Ste 100, Amarillo, TX Tel: , Fax: , miles@harrisfg.com Thomas L. Moore 1800 S. Washington, Ste 100, Amarillo, TX Tel: , Fax: , tomm@harrisfg.com Tony Soto 615 W. Missouri, Suite 608 Dallas, TX Cell: , Tel: , Fax: , jsoto2@metlife.com James P. Terrion 2805 N Dallas Parkway, Ste 215, Plano, TX Tel: , Fax: , jterrion@metlife.com LINCOLN FINANCIAL GROUP Charles Davenport, CDP, CRPC, CRPS 6104 Old Fredericksburg Rd., Austin, TX Tel: , Fax: Charles.davenport@lfg.com Jay Eagan Tel: , Fax: jay@advisorspfg.com Van Echols nd Street, Ste.100, Lubbock, TX Tel: , Fax: van@advisorspfg.com Michael D. Ivey th Street, Suite 100, Lubbock, TX Tel: , Fax: , mikeivey@rfslubbock.com
4 Larry Springer th Street, Suite 8, Lubbock, TX Tel: , Fax: , Marshall Barclay 4130 Rio Bravo St., Ste A-100, El Paso, TX Tel: , Fax: , Samuel (Sammy) C. Biggers, th, Suite 100, Lubbock, TX Tel: , Fax: , Steve DeGroat 130 Rio Bravo, Suite A-100, El Paso, TX Tel: , Fax: , C. Anderson Lambeth 4130 Rio Bravo St., Ste. A-100, El Paso, TX Tel: , Fax: , Ernest C. Lynch, CLU, CNFC 3860 Blossom Lane, Odessa, TX 79762, Tel: , Fax: , T. Scott Maples Tel: , Fax: Doug Naegele Tel: , Fax: Brian Pitaniello PFG Advisors Tel: Fax: Chris Scioli nd Street, Ste. 100 Lubbock, TX Tel: , Fax: Paul Scioli PFG Advisors th Street, Ste. A100, Lubbock, TX Tel: , Fax: John R. Wedel 4130 Rio Bravo St., Ste. A-100, El Paso, TX Tel: : Fax: , Jeffrey Zamora Tel: , Fax:
5 VOYA FINANCIAL SERVICES (Formerly ING) om.accp.ingplans.com (Fixed & Variable Annuities and Custodial Mutual Fund Accounts) Leigh V. Bloss 700 N. Stanton St., 3 rd Floor, El Paso, TX Tel: , Fax: , leigh.bloss@voyafp.com Deborah Duckworth 2700 W. Plano Parkway C-3 Plano, TX Tel: , Fax: , debbie.duckworth@tfaconnect.com Kirk Haworth 6900 I-40 West, Suite 160, Amarillo, TX Tel: , Fax: , kirk.haworth@voyafp.com Joel Hernandez 700 N. Stanton, 3 rd Floor, El Paso, TX Tel: , Fax: , joel.hernandez@voyafp.com Donald K. Leonard, Jr Slide Rd. #4, Lubbock, TX Tel: , Fax: , keith.leonard@voyafp.com Erika Marin 4545 Hondo pass Ste. C, El Paso, TX Tel: , Fax: , Erika.marin@lpl.com Brian Keith Moon 1551 FM 1914, Hale Center, TX Tel: , Fax: , Bmoon@BookessXpress.com Jamie Phillips 4415 Northcrest Dr, #1425, Midland, TX Tel: , Jamie.phillips@voyafp.com Adam Prewett Dallas Parkway, Ste. 1250, Addison, TX Tel: , Fax: , adam@prewettfinancial.com Joel Suarez 611 University Ave, Ste. 240, Lubbock, TX Tel: , Fax: , joel.suarez@voyafp.com FIDELITY INVESTMENTS
6 Michael Quioroga, Workplace Planning and Guidance Consultant 1576 East Southlake Blvd. Southlake, TX Tel : , Fax : , michael.quiroga@fmr.com Miguel Salazar 1576 East Southlake Blvd. Southlake, TX Tel: , Fax: , Miguel.Salazar@fmr.com EDUCATORSMONEY For Enrollment And Contract Information Call: (Option 3) COMMONWEALTH ANNUITY (Fixed & Variable Annuities) Ramon Ray Chavarria 1420 Geronimo, Bldg C-130, El Paso, TX Tel: , Fax: , rchavarria@mormac.net Nila McAnally 6301 Indian School Rd, Albuquerque, NM Tel: , Fax: , nmcanally@cba-inc.us Mike Mitchell 6301 Indian School Rd, Albuquerque, NM Tel: , Fax: , mmitchell@cha-inc.us Anthony R. Morris 1420 Geronimo, Bldg. C-130, El Paso, TX Tel: , Fax: , amorris@mormac.net Fred Morris th St, Lubbock, TX Tel: , fmorris@mormac.net
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