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Responsible for building strong relationships with business partners and focus on their strategic needs; conducting plan reviews that consist of plan design, fund evaluation, fund performance and fiduciary best practices; and helping participants achieve their retirement goals through coordinating employee education. I joined the Empower organization in 2019 and has 8 years of experience in the retirement industry.I also hold a bachelor’s degree from Texas A&M University in College Station. Passed the FINRA Securities Industry Essentials® (SIE®) exam and currently maintains Series 63 and 65 state securities licenses and holds FINRA Series 7 credentials, and holds Life and Variable life insurance licenses in all 50 states and the District of Columbia.

Ashlee Rivers, Registered Representative: Ashlee graduated from Texas A&M University and spent 7 years in retail banking/finance before joining the Omega team in 2013. She works alongside John and Tom as a Representative and Junior Associate. While working in the industry, she has gained extensive knowledge in the banking/securities field. She holds the following FINRA licenses: Series 6 and 63 and is also licensed to sell life and variable insurance.Ashlee grew up in a small suburb of Fort Worth and now lives in Grapevine with her husband, Reed, and their son, Nolan.

Responsible for a team of 10 personal bankers to ensure they are offering all our customers the complete benefits that come with their banking relationship.

Responsible for ensuring all customers were taking advantage of all the benefits that come with their banking relationship.