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. 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 |
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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. 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 |
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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. 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 |
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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. |
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| Katherine
Schraeder, CFP® Relationship Manager |
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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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