Joe Conzelman, MS, CRPS®, CPFA

Joe Conzelman, MS, CRPS®, CPFA

Assistant Vice President/Retirement Plan Advisor

Office: 832-960-7055
Fax: 281-605-1758
E-mail:
 

Joe Conzelman strives to provide retirement solutions that allow employers more time to focus on their business and helping employees have confidence in planning for a comfortable retirement.

For nearly a decade, Joe has specialized in guiding employers through a proven process to fully understand their responsibilities with respect to providing a 401k plan.  It is a testament to his dedication and commitment to retirement plan participants and sponsors that he has earned the Chartered Retirement Plans Specialist (CRPS®) designation and is also a Certified Plan Fiduciary Advisor (CPFA). 

Joe was named to the 2018 National Association of Plan Advisors’ List of Top Plan Advisors under 40.

He earned two degrees from Texas Tech University, a Master of Science in Personal Financial Planning and his Bachelor of Science in Business Administration, with a focus in Management and Marketing. He also holds his FINRA Series 7, 63 and 66 securities licenses through LPL Financial.

Joe is passionate about serving 401k plan sponsors and participants.  His comprehensive approach begins by understanding his clients’ goals, objectives and expectations so he may help employers establish a plan that suits their needs.  He helps plan sponsors create processes in order to promote operation within ERISA guidelines which assists them in fulfilling their fiduciary duties.  Joe believes communication is vital to enabling participants to remain committed to their retirement savings plan and not abandon the plan during turbulent times. 

An avid golfer, Joe has played on some of the best courses in the country with his extensive group of friends.