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Pensionmark Picks Up Sixth Texas Office


SANTA BARBARA, CA, May 23, 2017 -- Pensionmark® is pleased to welcome its newest affiliate, Austin-based Shepard & Walton Employee Benefits ("Shepard & Walton") lead by Vice President and Partner Kirk Ashy. Established in 1974, Shepard & Walton maintains a strong presence throughout the Rio Grande Valley of South Texas. The firm is a full-service benefits group with a prominent insurance division specializing in Property and Casualty, Life and Disability, and Health and Dental in addition to their flourishing Retirement Plan and Individual Wealth business.

The decision to affiliate with Pensionmark was an important but clear choice for Shepard & Walton. The Pensionmark and Shepard & Walton partnership seemed like an ideal match due to the presence Pensionmark has in Texas and the goals between each of the two organizations. Shepard & Walton valued Pensionmark's presence in the market, their network of experienced advisors, and the several differentiating factors that sets itself apart from other affiliate models in the industry. In alignment with their "One-Stop Shop" philosophy, the partnership provides Shepard & Walton with a full-service centralized model that includes lead generation, proposal analysis, employee education, and proprietary reporting for both their individual and business clients.

"Moving to Pensionmark gives the Shepard & Walton Team a stronger foundation that it has ever had before. The partnership provides us the opportunity to adapt to the rapid changes in the industry like that of the impending fiduciary rule. Our group has received a strong customer service and sales team while increasing efficiencies to grow and scale our practice. This move needed to happen if we want to reach the heights our firm is capable of reaching," commented Kirk Ashy.

"The addition of the Shepard & Walton team to the Pensionmark family was a natural choice for us given their well-rounded practice focusing on providing full-service benefits consulting to their employer clients. We are excited to work with Kirk and his team to help him deliver best-in-class retirement solutions and fiduciary support as part of their offering," commented Jennifer Tanck, Executive Vice President of Pensionmark.

Pensionmark's unique affiliation model provides its partners with an innovative infrastructure, enhanced client deliverables, customized servicing, and fiduciary solutions grouped with a deep commitment to enhancing their capabilities to help advisors maintain a competitive advantage. The network of forty nationwide offices offers the sharing of best practices that further amplifies the benefits of the group while delivering the ability to maintain an affiliated office's independence. Pensiomark advisors leverage the national brand, decades of retirement plan experience, marketing and prospecting, customer support systems, and technology to grow their practices and to assist them in managing their existing clients.

About Pensionmark Financial Group

The Pensionmark Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. The Pensionmark' network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.


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