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Details: My passion is helping as many people as possible reach their retirement goals. Not enough Americans are on track to retire on a meaningful income and enjoy their golden years. Since 1998 I have been helping business owners and executive teams design and provide retirement plans that produce better outcomes for their employees, while helping them increase employee production, reduce costs, and have a better overall working environment. And with our SmartMap team, we help reduce financial stress on the employees, helping them feel more confident about their entire financial situation. When I’m not helping people reach their financial goals, I enjoy spending time with my wife and daughters, watching them compete at softball and dance. I also love to get out and play golf, hunt, fish, and volunteer with several non-profit organizations in the Greater Houston area.

Details: Nate Garrison serves as Senior Vice President and Chief Investment Officer of Pensionmark. Nate leads the Pensionmark investment team from Washington, Iowa (located between Cedar Rapids and St. Louis). Nate most recently held leadership positions at Cambridge Investment Research on their Advisory Solutions team, and previously led their Due Diligence team for over 5 years. Prior to Cambridge, Nate worked at Credit Suisse in Washington, D.C. and Steben & Company in Rockville, MD. He holds a number of technical designations and licenses including the CFA, CIPM, CAIA, and FRM, as well as his Series 3, 7, 24, 63 and 66 registrations. He also holds undergraduate degrees in Economics and History from the University of Virginia, a Master’s degree in Applied Economics from Johns Hopkins University and is completing a Master of Science in Analytics at Georgia Tech next year. 

Details: Taylor joined the Pensionmark team in 2011 and currently serves as the Senior Vice President of Client Relations. In this role, she oversees the implementation of all retirement plan management systems uniquely designed for Pensionmark’s independent advisor network. The breadth of responsibility includes the onboarding of new advisor affiliates, sustaining high-quality corporate and branch relationships; overseeing internal sales desk operations; organizing national conferences, and supporting the expansion and retention of Pensionmark’s services within its national market. Taylor has a master’s in Business Administration, Finance from the University of Pepperdine’s Graziadio School of Business and Management, and a Bachelor of Arts degree in Business Economics, Accounting with a minor in Technology Management. Taylor is an active member of the Junior League of San Diego, an organization of philanthropic women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.

Details: Barry serves as Senior Vice President for the Pensionmark Compliance program and is focused on helping to build out the firm’s Compliance infrastructure for both broker/dealer and RIA operations. Additionally, he is involved in areas of branch supervision, new accounts, and advertising review. With 22 total years in the industry and 19 years in Compliance-related roles specifically, Barry’s previous positions have touched nearly every department in a broker/dealer and RIA firm. He served in a senior Compliance capacity at both LPL Financial and Independent Financial Partners, a role where he first met many of the Pensionmark advisors. Prior to joining Pensionmark, he worked as the Deputy Chief Compliance Officer at J.W. Cole, a midsize firm headquartered in Tampa, Florida and holds the following registrations: Series 4, 7, 24, 52, 53, 57, 63, and 66. In his free time, Barry enjoys spending time with his family and is currently pursuing a Master’s Degree in Business Administration.

Details: Kyle joined the Pensionmark team in 2014 and serves as Director of Advisor Relations. He focuses on supporting Pensionmark’s advisors from their initial introduction and throughout their affiliation. Kyle’s scope of work includes 401(k) vendor management, onboarding new advisors, and providing client support through various channels. Kyle graduated from the University of California, Santa Barbara with a B.A. in Economics and holds his Series 6 and 65 registrations.

Details: Emilio joined Pensionmark in 2014 and serves as the Director of Participant Engagement. His team provides financial wellness education, and advice/planning services to 401(k) participants with a mission of creating inclusivity where people can make better money choices, change the systemic issues that serve as barriers, and have better financial health. Emilio graduated from the University of California, Santa Barbara, with a double major in Communications and Spanish and is an MBA candidate at the University of Southern California. He holds is Series 6 and 63 registrations.

Details: Christina joined the Pensionmark team in 2018 and now serves as Manager of Business Development. She works to connect our team of advisors with Plan Sponsors in need of unbiased retirement plan consulting, financial wellness services, fee benchmarking and other industry resources. Christina graduated from the University of California, Santa Barbara with a B.A. in Economics and Undergraduate Certificate in Technology Management.