Our Client Service Team
| Clayton
Caldwell, CFP® Vice President, Estate & Financial Planning |
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| 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 |
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| 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 |
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| Robert has worked with investors at Bear Stearns & Company, Robert W. Baird & Company, and Fidelity Investments. His credentials include a BS in Finance from St. John's University. Robert and his wife, Dana, enjoy their son, Zachary. They collect contemporary art, building a collection that includes recognized masters as well as promising new artists. Robert also has been known to slip away for 18 holes of golf. |
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| Rutledge
Gordon, CRPC®, CRFA® Relationship Manager |
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| 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. Rutledge spends his free time with his wife Lisa and their two sons Austin and Mason. When the opportunity allows, he can be found at the nearest lake fishing or duck hunting. Rutledge also contributes his free time serving on the finance committee of his church. |
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| Ryan Gromatzky Relationship Manager |
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| 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 for the Eastern Region. Ryan holds a MBA from the University of Texas in Arlington and received his BBA from Tarleton State University. Ryan also holds the Series 65 Securities License and he is also a Level 1 candidate in the CFA program and is a member of the CFA Institute. |
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| Paul Ochel, CFP® Relationship Manager |
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| 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. A native of Dallas , he enjoys traveling with his wife Stephanie and taking their son, Spencer, for bike rides and jogs around White Rock Lake. They are also proud new parents of their daughter, Audrey. He also enjoys hiking and camping. |
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| Katherine
Schraeder, CFP® Relationship Manager |
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| Kat 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 a major US brokerage firm 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 for the Western Region. She also holds the Series 65 Securities License and has her Texas Life and Health Insurance license. She is an avid volunteer in her community. She also serves on the finance as well as many other committees at her church. Kat and her husband Chris have 3 children, Brett, Ainsley, and Abbie. She is a 1999 Texas A & M Honor Graduate. |
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