Our Client Service Team

Mark Rubey CFP®
Vice President, Client Service

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.

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Clayton Caldwell, CFP®
Vice President, Estate & Financial Planning
Clay joined Eastern Airlines as a pilot in 1979, after serving six years in the United States Air Force. Clay was a member of the Eastern Airlines Pilot Executive Council, with the duties of overseeing the pilot retirement, pension and benefit plans. He is a Certified Financial Planner and was an adjunct faculty member of the College of Financial Planning, teaching Retirement Planning, IRAs, and Employee Benefits. Clay's expertise includes individual retirement accounts, taxation, wills, trusts, family estate reviews and life insurance. He is registered in the State of Florida as a Health and Life agent. Clay received his Business Degree from Florida State University.

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Byron Gates
Relationship Manager
Byron has been in the financial services industry since 1987. He has a Business Administration Degree from the University of Central Oklahoma. He has worked for Merrill Lynch & spent the last 16 years with Fidelity Investments. Byron enjoys spending his spare time with his two sons, Bryce & Dillon, his daughter, Susan & an occasional trip to the golf course.

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Robert Gecker, CRPC®
Relationship Manager

Robert has worked with investors at Bear Stearns & Company, Robert W. Baird & Company, and Fidelity Investments. He has been with Retirement Advisors since 1997. Robert’s credentials include a BS in Finance from St. John's University.

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Rutledge Gordon, CRPC®, CRFA®
Relationship Manager

Rutledge has spent many years as a financial planner helping his clients with their estate planning and investment management needs.  The West Texas native was raised in Dallas and attended Harding University in Arkansas where he earned a BBA in Business Management.  Rutledge has added to his credentials by earning the Chartered Retirement Planning Counselor from the College for Financial Planning as well as the Certified Retirement Financial Advisor designation. He spends as much time as possible with his wife, Lisa and his two sons Austin and Mason who are his pride and joy.

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Ryan Gromatzky
Relationship Manager
Ryan began his finance career in the mortgage banking industry. Most recently, he was the Manager of Finance and Investments for American Airlines Credit Union, where he oversaw the management of a $2 billion fixed income portfolio. He is currently the Relationship Manager. Ryan holds a MBA from the University of Texas in Arlington and received his BBA from Tarleton State University.

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Paul Ochel, CFP®
Relationship Manager

Paul has worked with individual investors at Fidelity Investments and Northwestern Mutual Financial Network. He obtained his BA in Psychology from the University of Texas at Austin , and his MBA in Financial and Estate Planning from the University of Dallas.

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Katherine Schraeder, CFP®
Relationship Manager

Kat is a 1999 Texas A & M Honor Graduate and is a Certified Financial Planner™ who has been active in the financial services industry since September 2000. She started her investment and finance career with Edward Jones and she opened the first office for the firm in Muleshoe, Texas. After 3 years, she relocated to the DFW area where she managed another office for the firm. Kat joined Retirement Advisors in February 2006 as a Relationship Manager.

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contact Kat


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