The Ashcroft Pesek Bartosh Group is a team of financial professionals focused on producing successful retirement outcomes for our clients. Specifically, the group has more than fifty combined years of experience servicing ExxonMobil retirees. Because of this focus on ExxonMobil clients, our team is well prepared to analyze Net Unrealized Appreciation opportunities within the ExxonMobil Savings Plan, consult on pension elections, or develop a tax efficient retirement income plan integrated with Restricted Share Units. In addition to this company specific knowledge, the group’s members hold three CERTIFIED FINANCIAL PLANNER™ designations and two Master’s of Science in Financial Planning. The team leverages this experience and training to provide a unique perspective in the financial planning industry.
Richard has worked almost exclusively with ExxonMobil retirees for nearly 30 years. He started his career with A.G. Edwards in 1983 and joined Baird in July of 2013. Richard holds a Bachelor of Arts degree from Arizona State University and a Master of Science in Financial Planning from the College for Financial Planning. He also holds both a CERTIFIED FINANCIAL PLANNER™ & Certified Private Wealth Advisor® certification, and is a Certified Retirement Management Advisor® . In 2013 Richard was recognized as one of Barron’s Top 1,000 Financial Advisors.
Darrell started his career in 1998 with A.G. Edwards and joined Baird in July of 2013. Darrell holds a Bachelor of Science degree from Texas A&M University. He also earned his CERTIFIED FINANCIAL PLANNER™ certification in 2002 as well as a Certified Private Wealth Advisor®, and a Certified Retirement Management Advisor® . Over the last fifteen years Darrell’s company specific expertise has helped the group to grow and improve its service to ExxonMobil retirees.
Scott joined Baird in July of 2013 after starting his financial services career with Wells Fargo Advisors. Scott holds a Bachelor of Science in Management – Finance degree from Tulane University. Scott passed the CERTIFIED FINANCIAL PLANNER™ exam in March of 2015 and is currently enrolled in the Master of Science in Financial Planning program at the College for Financial Planning.
Greg joined Baird in May of 2015 after graduating from Texas A&M University with a Bachelor of Business Administration- Management degree. Greg is currently studying for the Certified Financial Planner exam.
Subscribe to your monthly newsletter aims to track the interest rates that calculate the lump sum and give an estimate of how it might affect your retirement benefit. Interest rates can have a major impact on the size of your lump sum. Eg. If rates increase 1% across the board, it could lower your lump sum by almost 10% depending on your age and length of service.