TEXAS TECH UNIVERSITY SYSTEM
OPTIONAL RETIREMENT PROGRAM (ORP) AND
TAX DEFERRED ACCOUNT PROGRAM (TDA)
AUTHORIZED COMPANIES AND APPROVED REPRESENTATIVES
May 15, 2012
Eligible employees interested in the Optional Retirement Program (ORP), or employees interested in the Tax Deferred Account Program (TDA) should contact listed representatives concerning details of annuity contracts or custodial mutual funds accounts. Employees may enroll with the vendor of their choice.
COMMONWEALTH ANNUITY www.commonwealthannuity.com
(Fixed & Variable Annuities)
Ramon ‘Ray’ Chavarria
1420 Geronimo, Bldg C-130, El Paso, TX 79925
Tel: 806-747-0277, Fax: 915-778-9101, Email:
Nila McAnally
6301 Indian School Rd, Albuquerque, NM 87110
Tel: 505-883-2527, Fax: 505-883-1668, Email:
Mike Mitchell
6301 Indian School Rd, Albuquerque, NM 87110
Tel: 505-883-2527, Fax: 505-883-1668, Email:
Anthony R. Morris
1420 Geronimo, Bldg. C-130, El Paso, TX 79925
Tel: 806-747-0277, Fax: 915-778-9101, Email:
2401 20th St., Lubbock, TX 79411
Tel: 806-589-1182, Email:
Fred Morris
2401 20th St, Lubbock, TX 79411
Tel: 806-747-0277, Email:
EDUCATORSMONEY www.educatorsmoney.com
(Custodial Mutual Fund Accounts)
For Enrollment And Contract Information Call: 1-877-816-0548 (Option 3)
www.educatorsmoney.com
FIDELITY INVESTMENTS www.fidelity.com
(Custodial Mutual Fund Accounts)
Anthony Palasota, Workplace Planning and Guidance Consultant
1576 East Southlake Blvd. Southlake, TX 76262
Tel : 214-701-1020, Fax : , Email :
Miguel Salazar
1576 East Southlake Blvd. Southlake, TX 76262
Tel: 972-795-1562, Fax: 972-910-5116, Email:
ING FINANCIAL SERVICES www.ingretirementplans.com
(Fixed & Variable Annuities and Custodial Mutual Fund Accounts)
Leigh V. Bloss
700 N. Stanton St., 3rd Floor, El Paso, TX 79902
Tel: 915-543-4900, Fax: 915-533-0020, Email:
Deborah Duckworth
2700 W. Plano Parkway C-3
Plano, TX 75075
Tel: 214-536-6195, Fax: 972-881-6197, Email:
Kirk Haworth
6900 I-40 West, Suite 160, Amarillo, TX 79106
Tel: 806-358-1381, Fax: 806-353-2366, Email:
Joel Hernandez
700 N. Stanton, 3rd Floor, El Paso, TX 79902
Tel: 915-543-4902, Fax: 915-543-4903, Email:
Donald K. Leonard, Jr.
8008 Slide Rd. #4, Lubbock, TX 79423
Tel: 806-798-7048, Fax: 806-798-7018, Email:
Erika Marin
3017 Sylvar Lake Place, El Paso, TX 79936
Tel: 915-203-4455, Fax: 915-855-7143, Email:
Brian Keith Moon
1551 FM 1914, Hale Center, TX 79041
Tel: 806-928-9731, Fax: 806-577-4991, Email:
Jamie Phillips
4415 Northcrest Dr, #1425, Midland, TX 79707
Tel: 432-520-8335, Email:
Adam Prewett
15455 Dallas Parkway, Ste 1250, Addison, TX 75001
Tel: 1-800-875-4944, Fax: 1-877-204-4344, Email:
Joel Suarez
611 University Ave, Ste 240, Lubbock, TX 79401
Tel: 806-796-3476, Fax: 806-771-0348, Email:
LINCOLN FINANCIAL GROUP www.lincolnfinancial.com/TexasTech
(Custodial Mutual Fund Accounts)
Marshall Barclay
4130 Rio Bravo St., Ste A-100, El Paso, TX 79902
Tel: 915-543-5630, Fax: 915-543-5629, Email:
Samuel (Sammy) C. Biggers,
5214 68th, Suite 100, Lubbock, TX 79424
Tel: 806-798-0045, Fax: 806-798-0057, Email:
Julie Canon
3309 67th Street, #27, Lubbock, TX 79413
Tel: 806-239-1041, Fax: 806-409-3069, Email:
C. Anderson Lambeth
4130 Rio Bravo St., Ste A-100, El Paso, TX 79902-1002
Tel: 915-543-5630, Fax: 915-543-5629, Email:
Ernest C. Lynch
3800 E. 42nd St, Ste 603, Odessa, TX 79762,
Tel: 915-367-9144, Fax: 915-367-4560, Email:
Stephen L. Meador
4130 Rio Broavo St., Ste A-100, El Paso, TX 79902
Tel: 915-543-5630, Fax: 915-543-5629, Email:
Angela Schraub
8553 N. Beach Street, #254, Keller, TX 76248
Tel: 817-201-6571, Fax: 260-455-0131, Email:
E. Lawrence Smith
3250 W. Pleasant Run, Suite 200-953, Lancaster, TX 75146
Tel: 469-271-1318, Fax: 260-455-9667, Email:
John R. Wedel
4130 Rio Bravo St., Ste A-100, El Paso, TX 79902-1002
Tel: 915-543-5630: Fax: 915-543-5629, Email:
METLIFE RESOURCES www.metlife.com
(Fixed & Variable Annuities)
Beth Bokal
5400 LBJ Frwy, Sutie 1285
Dallas, TX 75240
Tel : 915-256-7130, Fax : 972-246-1662, Email :
David Duchouquette
419 Executive Center, El Paso, TX 79902
Tel: 915-544-5999, Fax: 915-544-7328, Email:
B. Miles Harris
1800 S. Washington, Ste 100, Amarillo, TX 79102
Tel: 806-371-7611, Fax: 806-371-0642, Email:
Thomas L. Moore
1800 S. Washington, Ste 100, Amarillo, TX 79102
Tel: 806-371-7611, Fax: 806-371-0642, Email:
Kerry T. Norwood
5400 LBJ Freeway, Ste 1285, Dallas, TX 75240
Tel: 432-770-5857, Fax: 972-246-1662, Email:
James P. Terrion
2805 N Dallas Parkway, Ste 215, Plano, TX 75093
Tel: 800-236-8489, Fax: 972-378-3207, Email:
PENTEGRA RETIREMENT SERVICES, INC ( Formerly RS Trust Group Co.)www.rsgroup.com
(Custodial Mutual Fund Accounts)
Scott R. Dickerson
720 S. Tyler, Suite 102 Amarillo, TX 79101
Tel: 806-331-2600, Fax: 806-331-2604, Email:
Harold Evensky
4010 82nd St, Ste 250, Lubbock, TX 79423
Tel: 806-747-7995, Fax: 806-747-8569, Email:
Andrew E. Holt
Navigation Financial
1319 4th Ave., Canyon, TX 79015
Tel: 806-655-0251, Fax: 806-656-0252, Email:
Bruce Lanahan
8411 Preston Rd., Ste 104, Dallas, TX 75225
Tel: 214-630-8032, Fax: 1-888-853-4612, Email:
Tracy L. Melder
P.O. Box 10190, College Station, TX 77843
Tel: 866-264-5140, Fax: 866-945-9352, Email:
Michael J. Miller
7120 I 40 West, Ste 418, Amarillo TX 79106
Tel: 806-359-6526
Johnny T. Moore
720 S. Tyler, Suite 102 Amarillo, TX 79101
Tel: 806-331-2600, Fax: 806-331-2604, Email:
Mario L.W. Pauw
1309 Montana, El Paso, TX 79902
Tel: 915-778-9508, Fax: 915-603-4755, Email:
Gary R. Rodgers
2500 W. William Cannon Bldg. 3, Ste. 303
Austin, TX 78745
Tel: 512-291-7570, Fax: 512-795-2914, Email:
John Ryan Salter
4010 82nd St, Ste 250, Lubbock, TX 79423
Tel: 806-747-7995, Fax: 806-747-8569, Email:
William H. Wilson
13760 Noel Road, Ste 330, Dallas, TX 75240
Tel: 972-612-1382, Fax: 972-769-0209, Email:
TIAA-CREF www.tiaa-cref.org
(Fixed & Variable Annuities and Custodial Mutual Fund Accounts)
Jason L. Boyd
2850 Lake Vista Drive, Ste 200, Lewisville, TX 75087
Tel: 214-626-8304, Fax: 214-488-3214, Email:
Joseph Lee Moses – Wealth Management
1670 Broadway, Suite 3300, Denver, CO 80202
Tel: 303-626-4536, Fax: 303-607-2412, Email:
Matthew Robertson
2850 Lake Vista Drive, Ste 200, Lewisville, TX 75087
Tel: 214-626-8323, Fax: 214-488-3214, Email:
Michael Vestal
2850 Lake Vista Drive, Ste 200, Lewisville, TX 75087
Tel: 214-626-8325, Fax: 214-488-3214, Email:
VALIC www.valic.com
(Custodial Mutual Fund Accounts)
Michael Ballou, Financial Advisor
205 East 10th Street, Amarillo, TX 79101
Tel: 806-345-7545, Fax: 806-349-5802, Cell: 806-679-2650, Email:
Janice Buchanan, Financial Advisor
300 Briarcrest Drive Ste, 314, Bryan, TX 77002
Tel: 979-229-8260, Fax: 979-776-3553, Email:
Heather Michelle Gerstner – Lubbock & Amarillo Area
9390 Research Blvd. Bldg. 2 Suite 310, Austin, TX 78759
Tel: 806-474-7891, Fax: 806-368-9609, Email:
Renee Gibbs
223 Green Oaks LP, Fredericksburg, TX 78624
Tel: 830-285-3392, Email:
Victor Gomez
1200 Golden Key Circle, Ste 101, El Paso, TX 79925
Tel: 915-633-0530, Cell: 915-274-1907, Fax: 915-598-3456, Email:
Stephen Johns – Abilene & Permian Basin Area
9390 Research Blvd. Bldg. 2 Suite 310, Austin, TX 78759
Tel: Office: 432-230-1069, Fax: 432-699-0769, Email:
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