The Expertise Behind Your Institutional Frameworks

Maria brings more than 25 years of industry experience specializing in qualified and non-qualified executive benefits planning, Corporate-Owned Life Insurance (COLI) funding structures, and corporate executive compensation. She works directly with boards to navigate the complex tax and governance boundaries of custom wealth management plans.

Tyler holds a BBA in Finance from Texas Tech University and leverages 22 years of experience specializing in business transition structures, institutional key-person retention strategies, and performance-based incentive frameworks. He designs custom plan dynamics that align executive financial success with institutional stability.

Midge oversees new business implementation protocols, ensuring that complex plan configurations move smoothly from design to execution while keeping credit union boards closely aligned.

Rory is a retirement planning and risk mitigation specialist. He works directly on ongoing liability analysis, matching long-term plan commitments with specialized asset funding options.