Dan Watson has worked in the financial services and insurance market for 20 years. He began his career at New York Life and has since expanded his services to include 401k Advisory services, personal insurance, investment strategies, retirement planning, business planning, exit strategies, and executive and employee benefits. Dan co-founded and owns Cambridge Financial and Insurance Group located in Greenville SC.
Dan lives in the Greenville, SC area with his wife and two sons. He attended Clemson University, where he was a member of the Track and Field team.
Sean Orick, AIF®, CPFA
Sean is a Partner at Retirement Partner Advisors as an Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor, he assists plan trustees with the design, implementation and communication of retirement programs, including defined contribution, defined benefit and non-qualified plans. Over the last 20 years, he has developed and refined a procedural due diligence process that assists 401(k), 403(b) and defined benefit plan sponsor’s in managing their fiduciary responsibilities under ERISA. At the firm today, he consults with clients in all business sectors and of every size.
Sean’s past experience has led him to where he is today and throughout the years, he has learned how to offer his clients’ the superior service found at the firm. Prior to RPA, he was the Florida Branch President for Pension Advisors, a specialty firm focusing primarily on retirement plan consulting. For over 9 years, he was the Senior VP of Retirement Plan Service for Asset Advisors of America, a Registered Investment Advisory Firm focused on retirement plan consulting. And finally, he started his career in 1994 with Saunders Advisory Group, which formed the foundation for the services provided today as an investment steward to his clients. Other than dreaming of being a Charter Fishing Captain, Sean wouldn’t want to do anything else than what he does at RPA! He greatly enjoys helping employers develop a successful retirement plan that effectively engages participants so they can reach retirement readiness.
As much as Sean loves retirement planning, he does have a life outside of work, most of which includes time on the water whenever possible. He enjoys spending time with his wife and dogs, Dewars and Wesley, traveling, fishing, camping, or doing anything outdoors or on the ocean. He is a die-hard Tampa Bay Rays and Rowdies soccer fan and volunteers at local dog rescues and for the Muscular Dystrophy Association.
Phone: 800-985-3229 x 102
Javier Cordero, AIF, PPC, CPFA
At Retirement Partner Advisors, Javier works with plan sponsors in managing their fiduciary duties and investment choices. He also educates retirement plan participants to help them understand plan rules and investment allocations and risks. He also specializes in wealth management for individuals and being in the retirement plan industry, Javier and the team at RPA is very fee-conscious for both plans and wealth management clients. He enjoys helping others, finds his job very fulfilling.
Javier began his financial industries career in 1999, when he joined Washington Square Securities. While at Washington Square Securities, Javier provided the Successful Money Management Seminars educational seminar on the island. Since 2002 Javier’s practice has focused on qualified and non-qualified retirement plans in Puerto Rico. Strategically many mainland advisors have sought out a partnership with Javier for their client’s Puerto Rico retirement Plans.
Javier is a member of NAPA and has obtained various designations including Accredited Investment Fiduciary, Professional Plan Consultant and Certified Plan Fiduciary Advisor. Outside of work, Javier enjoys golfing, running, beach sports, and spending time with his wife and daughters.
Douglas Andrew McCarthy
Douglas is one of our valued investment advisors and at Retirement Partner Advisors, he works with plan sponsors and participants in setting up and managing their retirement plan process, while focusing on successful outcomes for all. He has nearly two decades of experience in the financial services industry and uses this experience to help his clients create, manage, and maintain retirement plans that are goal-specific. He has always lived by the lesson of doing what you enjoy until you can’t do it anymore and he echoes this mission every day at RPA.
Douglas has been married for twenty years to his wife Katie and together they have two fourteen-year old children Campbell and Palmer. Douglas is also on staff in the SportsLife Ministry of First Baptist Simpsonville. If Douglas were not an investment advisor he would be more involved in youth sports in the Simpsonville area. On the weekends, he can also be found playing golf or attending one of his children’s sporting events. Email: Doug@rpa-401k.com
Jim M. Izett, ChFC, CLU, CPFA
Jim is a financial advisor who has been in financial services since 1980. He began focusing on 401k plans in 1990 and currently services plans in 6 southeastern states. To complement his retirement plan practice, Jim began expanding his managed account practice in 2000, with the intention of helping individual clients achieve their income goals at retirement.
As a Certified Plan Fiduciary Advisor, Jim assists plan trustees and their committees with understanding their responsibilities and implementing appropriate plan policies under the current fiduciary regulatory environment. He especially enjoys educating individual participants through one-on-one meetings regarding the importance of saving for their retirements.
Jim is a life member of The Million Dollar Round Table and past president of Life Leaders of Georgia. He is a member of American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA). He is past National Chair of AXA’s National Agent Forum.
Jim is married to his partner in business, Sue, and they have two adult children, Mary and John. He maintains offices in Lawrenceville, Georgia and Chattanooga, Tennessee and enjoys playing golf in his spare time.
ERISA Attorney & Chief Compliance Officer
Phil Troyer serves as Resource Investment Advisors’ Chief Compliance Officer, bringing more than eight years of experience in the financial services industry and 21 years of experience as a licensed attorney to the firm. In his role, Phil is responsible for the firm’s overall compliance with federal and state investment laws.
Phil also acts as a Supervising Principal for Triad Advisors, LLC to oversee compliance with federal and state securities laws for Resources Investment Advisors. As an ERISA attorney, Phil helps respond to questions that arise regarding the application of the Act to RIA advisors and plan clients. He has written numerous articles on ERISA law for retirement plan industry trade publications.
Before joining RIA, Phil managed a national ERISA law practice and previously served as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment advisory firm owned by National Retirement Partners, Inc.
Education & Training
Phil obtained a BS in political science from DePauw University and his J.D. from Indiana University
Phil holds his FINRA Series 7, 24, and 63 licenses.