Lowry has more than 12 years of experience in financial services, specializing in small-business retirement plans and individual retirement planning. He has worked with a number of firms, including JPMorgan Chase and Merrill Lynch. Lowry specializes in consulting businesses on their retirement plans and provides the following services: vendor analysis and benchmarking, investment due diligence, fiduciary plan review, and high-touch employee education and investment support.
With over 15 years of experience, Horack specializes in investment management and financial planning and consulting for corporate retirement plans, their fiduciaries and their participants.
Capital Guardian, based in Charlotte, North Carolina, is a wealth management firm with offices throughout the U.S. and a growing independent channel.