Tom Carter, CPC
Partner

Tom is a partner at Retirement Plan Fiduciaries, LLC and focuses on retirement plans. He has worked in the retirement plan industry since 1987 and has experience as a Fiduciary, Investment Advisor, recordkeeper, third party administrator, consultant and an actuary. He has worked on retirement plans that range from start up to $500 million in assets. Tom graduated with an applied mathematics degree from California Polytechnic after serving six years in the Marine Corps. He is a Certified Pension Consultant through the American Society of Pension Professionals and Actuaries. He is married to his college sweetheart and has three children. Tom enjoys coaching youth sports and playing golf.

 

 

Phil White, CFA, CFP®, EA
Partner

Phil is a partner at Retirement Plan Fiduciaries, LLC.  He previously founded Ducere Capital – a wealth management practice.  His prior work experience included directing executive compensation, company stock, and retirement  plans for Rackspace Hosting.  Early in his career, Phil served his country as a civil engineer officer in the United States Air Force.  Phil earned his Masters of Business Administration degree with Honors from The Wharton School at The University of Pennsylvania and is also a Distinguished Graduate of The United States Air Force Academy. Phil is a CFA® Charterholder and is also a CERTIFIED FINANCIAL PLANNER™ practitioner.  He is married to his high school sweetheart and has three children. In his spare time he enjoys cycling the Texas hill country and playing pickup basketball.