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Deals & People September 25, 2012
Pensionmark Opens San Antonio Branch Office
WD Financial joined Pensionmark
Retirement Group’s network of advisers with W. Dean Salyer III as the branch’s managing
director.
Reported by Jill Cornfield
Salyer and his team in San Antonio joined the firm in August, creating WD Pensionmark. The partnership gives Salyer and his team an expanded suite of services while allowing them to continue offering retirement plan guidance.
Salyer specializes in 401(k) and wealth management services and has gained expertise in one-on-one financial guidance, plan reviews, investment reviews, 404(c) assistance, due diligence reviews and fiduciary responsibility reviews. Salyer and his team advise more than 100 plans.
“Dean and his team have established a very successful and well respected practice,” said Mike Woods, managing director of business development at Pensionmark. “We are excited about the opportunity to partner with them and accelerate their growth.”