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Related Links
Approved ORP/TDA Vendors and Representatives
| American Funds www.americanfunds.com | William Shields | Austin, TX | 512.695.9959 | wshi143701@aol.com |
| Michael Murphy | Wimberley, TX | 800.206.9799 | Michael.Murphy@edwardjones.com | |
| Jerrold McMillan | San Marcos, TX | 512.396.3442 | Jerrold.mcmillan@edwardjones.com | |
| Cody Dailey | San Marcos, TX | 512.393.2022 | Cody.dailey@edwardjones.com | |
| *Fidelity Investments https://401k.fidelity.com/public/content/401k/Home/LandingTEM | Michael Doner | San Antonio, TX | 866.921.4844 | Michael.doner@fmr.com |
| *ING Life Insurance & Annuity Co http://www6.ingretirementplans.com/SponsorExtranet/ORPTX/index.html | Matt Meyers | Austin, TX | 800.356.2175 | matt@mattmeyers.net |
| *Lincoln Investment Planning, Inc http://www.lincolninvestment.com/prd/solutions.cfm?sectionID=26 | Kenneth Gutshall | Austin, TX | 512.291.5011 | kgutshall@lincolninvestment.com |
| Richard Gutshall | Austin, TX | 512.736.4237 | rgutshall@lincolninvestment.com | |
| *MetLife Resources | Stefani Price | Austin, TX | 512.219.9755 | sprice@metlife.com |
| Paul Mayhew | San Marcos, TX | 512.757.2278 | pmayhew@metlife.com | |
| *Pentegra | Thomas Anderson | Lewisville, TX | 972.420.7686 | tanderson@pentegra.com |
| Terry Roberts | Martindale, TX | 512.393.9965 | troberts18@austin.rr.com | |
| TIAA-CREF https://www.tiaa-cref.org/txstate | Scott Coombes | Austin, TX | 866.842.2952 x257003 | scoombes@tiaa-cref.org |
| Derek Eckert | Austin, TX | 512-795-7021 | deckert@tiaa-cref.org | |
| *VALIC www.valic.com | Richard Eades | Austin, TX | 512.748.3996 | Richard.eades@valic.com |
| Arrowhead Asset Management (Fee only money managers working independently with Fidelity Investments and TIAA-CREF) | Ralph Boschert | Wimberley, TX | 800.299.4646 | arrowbiz@texasorp.com |
| *Indicates this vendor offers the Roth TDA option. | ||||
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