Staff of Cobb Retirement Solutions, LLC

Marshall J. Cobb, President

Marshall began working with qualified plans in 1990 and spent the bulk of that decade as a representative of retirement plan vendors. He held prominent sales and management positions within these firms but did not find satisfaction representing a particular product to clients with diverse needs.

Using his first-hand knowledge of the vendor community, Marshall launched a qualified retirement plan consulting practice in the fall of 2001. This consulting practice culminated with the opening of Cobb Retirement Solutions, LLC (CRS) in the summer of 2003.

Marshall is proud to serve as an investment advisor and advocate for a number of local and regional employers. He has been featured as a speaker for the Southwest Benefits publications such as MSN Money and The Houston Business Journal.

Marshall holds a B.S. from the University of Texas. He is a member of the SWBA, the Financial Planning Association (FPA) and the Institute of Certified Bankers (ICB). Marshall holds the Certified Retirement Services Professional (CRSP) designation and is currently working towards two other industry designations.

Tom Ferrari, Associate

Tom brings more than 15 years of industry experience. At CRS, Tom is responsible for investment research, employee education and vendor negotiations. He also serves as a primary point of contact for the majority of CRS's clientele.

Before joining the firm, Tom spent more than a decade with a premier retirement vendor, where he worked in participant communication, education, sales, and service. He enjoys bringing his vendor-side experience to plan sponsors to assist them in building better retirement outcomes for their participants.

Tom received his B.A. from Bloomsburg University in Bloomsburg, Pennsylvania. Throughout his career, Tom has been involved in a number of industry associations, including the National Association of Government Defined Contribution Administrators (NAGDCA), the National Forum for Black Public Administrators (NFBPA), and American Society for Healthcare Human Resources Administrators (ASHHRA). Tom holds the American Society of Pension Professionals & Actuaries - Qualified 401(k) Administrator (QKA) designation.

John Matejka, Analyst

John Matejka, the newest member of our team, brings twelve years of industry experience. His primary responsibilities at CRS are employee education, vendor relations and investment analysis.

Prior to joining CRS, John held a number of different positions in sales, marketing and management at well known retirement plan vendors and investment management firms. In addition to his work with plan sponsors, John conducted numerous participant workshops and one-on-one consultations.

John is a Chartered Retirement Plans Specialist designee through the College for Financial Planning. He is a graduate from Texas A&M University and has served in the United States Navy.

Kristen Schultz, Office Manager

Before joining Cobb Retirement Solutions in September 2008, Kristen Schultz was a stay-at-home mom caring for her very active two-year old son. Eager to return to work, she is now happily employed as a part-time Office Manager at CRS. While, her primary responsibilities include accounting, payroll and billing functions, she also handles all administrative tasks. Prior to motherhood, Kristen worked as a Senior Regulatory Analyst for Pacific Gas and Electric Company in San Francisco, California.

Kristen received her B.A. degree in political economy from Smith College in Northampton, Massachusetts. She is eager to learn more about financial markets and investment strategies.