Campus Financial Representatives

Service Audience:
  • New Employee
  • Current Employee
  • Supervisor
  • Faculty

The UT System has selected five quality retirement Providers with which you can invest your ORP, UTSaver TSA, and UTSaver DCP contributions. You may select one or all five, depending on your investment and service needs. A summary of the investments and services provided and contact information is listed below.

Onsite Retirement Planning

Employee Benefits Services partners with UT System approved retirement providers to offer office visits or on-site appointments in the Office of Human Resources. Feel free to contact approved retirement representatives to set up individual appointments at your convenience. More information about the University’s retirement plans is available on the UT System Retirement website.

All appointments should be scheduled directly with the provider by calling or emailing. Appointments can be conveniently scheduled in your office or in the Human Resources’ office located in the Wetsel Service Center, Room 212.

Brian Baker, Workplace Planning & Guidance Consultant
One Destiny Way WA2I
Westlake, Texas  76262
(800) 300-1706
Product Overview 

Miguel Salazar, Workplace Planning & Guidance Consultant
One Destiny Way WB10
Westlake, Texas  76262
(866) 581-1147
Product Overview

Jud Arrington, Financial Planner
14643 Dallas Parkway, Suite 650
Dallas, Texas 75254
(972) 643-6342; (800) 714-3931 ext 4006342
Product Overview


Brett Phillips, Registered Representative
15455 Dallas Parkway #1250;
Addison, Texas 75001
(972) 643-6332; (469) 374-0758
Product Overview
Bill Porterfield, Financial Planner
62 Main Street, Suite 110
Colleyville, Texas 76034
(817) 442-4352; fax: (817) 442-4138
Product Overview
Joy Doss, Financial Consultant
2850 Lake Vista Drive, Suite 200;
Lewisville, Texas 75067
(972) 745-9867; (800) 842-2006 ext.219867
Product Overview
Ava Overman, Financial Advisor
(720) 275-5529
Product Overview