Joe Conzelman, MS, CRPS®, CPFA

Joe Conzelman, MS, CRPS®, CPFA

Assistant Vice President/Retirement Plan Advisor

Phone: 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.  Joe graduated from Texas Tech University having earned his Master of Science in Personal Financial Planning and his Bachelors of Business Administration in Management and Marketing. 

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.  His experience with participant communication is a key tool that will help to engage and educate employees about 401k plans, and help them work toward their retirement goals.

Joe is a native Houstonian and in his free time can be found on the golf course, or spending time with friends and family.  Joe is unique among his peers: as much as he embraces modern technology, he does not use Facebook!  He has a twin sister, and recently became a proud uncle!