14133 Memorial Dr. Ste 8 Houston TX 77079
Phone: (713) 660-9605
Email: info@cobb-retirement.com
A Registered Investment Advisor




Staff of Cobb Retirement Solutions, LLC
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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. |
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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. |
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Rebekah received her B.S. from the University of Houston – Downtown and holds the Registered Paraplanner® designation. |
