ELEMENT RETIREMENT & INVESTMENT CONSULTANTS - Key Persons
Job Titles:
- President and Wealth Manager
- Registered Investment Advisor - Phon
- Wealth Manager
As a fee-only Registered Investment Advisor, Eric helps families create peace of mind by establishing and implementing wealth plans and investments in a highly personalized and unparalleled way. Over the last two decades, during some of the most trying periods in the financial markets, Eric has worked with a number of affluent and high net worth clients to ensure that their portfolios were positioned to weather those, and future, storms.
Eric holds the Certified Trust and Fiduciary Advisor (CTFA) designation which places an emphasis on not just financial planning, but also on trust and estate planning, giving Eric a solid foundation in fiduciary services. This positions him to offer not only objective and independent information, but also education, advice, and advocacy on behalf of his clients.
A graduate of Texas A&M University, Class of 1993, Eric has degrees in both Finance and Management. While in college, Eric was a member of the Corps of Cadets, served as a Student Body Senator, and was Treasurer of the Business Student Council. After graduation, Eric remained in College Station and worked for two large firms in the financial services industry. In 2011, Eric opened Element Retirement & Investment Consultants in College Station.
Eric continues to be active in the community and enjoys scuba diving, woodworking, numismatics, camping, and all manner of watersports. He and his wife Joey are active members of A&M United Methodist Church in College Station, and they have 4 children.
For the last two decades, Eric has worked with a number of affluent, high-net-worth clients to help manage and protect their wealth. He holds the CTFA designation, meaning his focus extends beyond just financial advising to trust and estate planning. He offers objective, independent advice, and spends a good deal of time educating and advocating for his clients. Learn more about Eric.
Job Titles:
- Registered Investment Advisor - Phon
- Wealth Manager
Jarrod Hix provides full service, customized, advisory based, total wealth management for each client. His mission is to be his clients' Financial Head Coach - to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. Jarrod has over 15 years' experience locally working with high-net-worth clients, business owners and individual investors.
A graduate of the Mays Business School at Texas A&M University, Jarrod earned his Finance degree in 2003. He remained in College Station and became a Financial Consultant with a full service investment firm. Staying with the company through two separate mergers for a total of 16 years, Jarrod joined Element Retirement & Investment Consultants in College Station in 2016.
Jarrod is very active in the community, volunteering for the Rotary Club of Aggieland and the Bryan/College Station Chamber of Commerce in various capacities. He, his wife Ann, and their two girls are members of Central Baptist Church in College Station.
Jarrod delivers customized, advisory-based wealth management for high-net-worth clients, business owners, and individual investors. Jarrod has a solid foundation in fiduciary services that includes investments, insurance, tax, retirement, and estate planning. Learn more about Jarrod.
Joey Wylie graduated from Texas A&M University in 2014 with a Masters of Science in Health Education. She served the Texas A&M University Health Science Center College of Medicine in multiple roles before joining Element Retirement & Investment Consultants in 2015 as the Operations Manager.
Joey is a lifelong advocate for health and wellness. She is part of the Visitor Relations Team at A&M United Methodist Church, the grant review committee for the United Way of the Brazos Valley, serves on the Scotty's House Great American Steakout committee, and is part of Scotty's House Women of Courage. In addition, she is a local member of the American Business Women Association as well as Women's Entrepreneurs.
To ensure your investment advisor is focused completely on you and your assets, we have full back-office management and support, led and organized by our Operations Manager, Joey Wylie. Joey has a broad business background that includes budget, program, and office management. She has also served as a human resources liaison, and is a lifelong advocate for health and fitness. Learn more about Joey.
Job Titles:
- Scottish Rite Club ( Treasurer )