Team

Jeff has specialized and excelled in the qualified retirement plan area for over 35 years.  During this time, period he has owned a third-party administration firm, represented a national record-keeping platform, created and implemented retirement plan trust and fiduciary services within a bank trust department, and owned an interest in a fiduciary consulting company.  He has been involved in over 2500 plans since 1978.  Jeff is also President and founder of TRG Fiduciary Services.

Joe is one of the founders of Touchstone and has over 25 years of experience in the financial services industry.  Joe is a highly regarded qualified plan design specialist who works with sponsors and advisors beginning with pre-proposal design consultation all the way through the annual compliance and administration of the plan.

Ken is one of the founders of Touchstone and has over 35 years of experience in the financial services industry.  Ken is actively involved in all aspects of the day-to-day operations of Touchstone and supports several key advisor and client relationships.

Candi started her career administering Qualified Retirement Plans in 1986 and has been involved in every aspect of administration and sales ever since.  In 2007, she formed her own company, Lone Star 401(k) Consultants and in 2018, Candi joined forces with Touchstone Retirement Group to form TRG Administrative Services where, as President and co-owner, she is involved in all aspects of the day-to-day business operations.

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