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 national employers. He has been featured as a speaker for the Southwest Benefits Association and in publications such as MSN Money, The Houston Chronicle, The Journal of Pension Benefits and The Houston Business Journal.

Marshall holds a B.S. from the University of Texas. He is a member of the Southwest Benefits Association (SWBA), the Financial Planning Association (FPA), the Society for Human Resource Management (SHRM), the American Society of Pension Professional & Actuaries (ASPPA) and the Institute of Certified Bankers (ICB). Marshall holds the Certified Retirement Services Professional (CRSP) and Accredited Investment Fiduciary^® (AIF^®) designations.

Tom Ferrari, Associate

Tom brings more than 17 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, Sr. Analyst

John has over thirteen 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 vendor and investment management firms. In addition to his work with plan sponsors, John has conducted numerous participant workshops and one-on-one consultations for employers in a variety of industries.

John is a Chartered Retirement Plans Specialist (CRPS) designee through the College for Financial Planning and is currently working towards another industry designation. He is a graduate from Texas A&M University and served in the United States Navy.

Tracey Cobb, Vice-President and General Counsel

Tracey uses her communications background to focus on writing and marketing for Cobb Retirement Solutions.  She also serves as the firm's General Counsel.

Tracey's extensive writing experience includes work in both the public and private sectors. She has published numerous articles and has edited a variety of publications. Tracey also served as speechwriter and public information officer for the mayor of Houston. Prior to joining Cobb Retirement Solutions, Tracey was an attorney with Baker Botts, LLP and RyanGlover LLP in Houston.

Tracey earned her J.D., magna cum laude, from the University of Houston Law Center, where she served as Chief Notes and Comments Editor for the Houston Law Review. She also holds a B.A. from the University of Texas at Austin.

Valerie Brennan, Analyst

Valerie brings twelve years of financial industry experience to our team. Her primary responsibilities at CRS include the data gathering and correspondence related to quarterly fund updates and requests for information. She also assists in the ongoing process of informing clients about developments impacting particular funds and the entire retirement industry.

Prior to joining CRS, Valerie held positions within investment management firms where she was responsible for territory relationship management, which included being a liaison for her clients with legal, operations and marketing. She also served as her client's main point of contact for all investment and corporate information.

Valerie holds a B.B.A. in Marketing from The University of Texas at Austin.

Andrew Fugett, Office Manager

As a recent graduate, Andrew joined the CRS staff in December of 2010.  While in school, he interned for Eddie Adams and Associates where he worked on SBA loss claims, FSA loss claims, and small businesses strategies. Andrew is registered with FINRA as an Investment Advisor Representative and hopes to continue to expand his knowledge of the investments field and his role within the firm while maintaining his responsibilities that include accounting, payroll, billing, and all administrative tasks.

Andrew holds degrees in both Accounting and Finance from Oklahoma State University.