Adam Prewett has been especially helpful in guiding employees regarding Optional Retirement and Tax Deferred Annuitites. His expertise has been called to task when questions have been asked about such programs. He has been gracious to share information with me, as I am continuing to learn about the retirement function at A&M-Commerce. I appreciate Adam's willingness to serve our people.
Pat Kropp
Insurance Coordinator, Texas A&M Comerce
We wanted to thank you for agreeing to do a series of seminars on retirement, investment and financial planning for our employees. Many have commented on the thoroughness of the training and are looking forward to attending additional seminars in the future. Employees also appreciate the fact that you are willing to stop by for brief consultations and to answer questions for existing accounts. This is extremely convenient and helpful for our employees.
Marco Mendoza
Employee Relations Manager/Human Resource Services
UNT-Health Science Center
I would strongly recommend Lisa Emmons and ING. Lisa is very easy to talk to, and she doesn't make me feel like the financial illiterate that I am. She will make educated recommendations, but ultimately, you're the boss! What's in it for you? a brighter future…
Mary Kay McDonald
UT Southwestern
You may already have someone who advises you about your investments and retirement plans here at UTSW. However, if you do not, I can highly recommend Lisa Emmons with ING. She has been great in answering my questions, making appropriate suggestions (from female to female) and I have found her to be one the best parts of my investment plan here at work. If you need advice and don't already have an advisor, please give Lisa the opportunity to serve you.
Jill L. Brooks
UT Southwestern
