Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® Email & Phone Number

My colleagues and I at Baird Retirement Management provide dedicated retirement planning and investment services to oil & gas professionals in the Houston area. Our planning strategies are based on years of experience working with energy professionals, company-specific knowledge of retirement plans, and Baird’s industry leading research. Our unique focus allows us to give in-depth analysis customized to the retirement needs of employees at specific companies in Houston’s energy corridor.My team, The Ashcroft Pesek Group, works primarily with ExxonMobil retirees. Our focus in working with ExxonMobil retirees is to maximize the benefits they receive through the company’s various retirement programs and to create financial plans that provide sustainable income over the retiree’s lifetime. Specifically, we assist clients with distributions from the ExxonMobil Savings Plan, analyze pension options, and consult clients on net unrealized appreciation decisions. We also ensure that restricted awards, options, and executive compensation are addressed in our comprehensive financial planning process.Neither my team nor Baird Retirement Management are endorsed or affiliated with ExxonMobil Corporation.

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  Financial Advisor

  Baird Retirement Management

  Jun 2015 - Present - Houston, Texas, Us

  My colleagues and I at Baird Retirement Management provide dedicated retirement planning and investment services to oil & gas professionals in the Houston area. Our planning strategies are based on years of experience working with energy professionals, company-specific knowledge of retirement plans, and Baird’s industry leading research. Our unique focus allows us to give in-depth analysis customized to the retirement needs of employees at specific companies in Houston’s energy corridor.