Richard Becker began his career in the financial services industry in 1995. He started his own firm to focus on helping people prepare financially for retirement. Over the years, he has helped thousands of educators, families and small business owners throughout Southeast Texas.

Richard’s goal is to help clients find their financial potential. With the heart of a teacher, he helps make sense of investments with straight-forward conversation and regular financial literacy communication.

Each consultation begins with a discussion about the client’s needs so he can help build a retirement plan suited to their situation. Clients in managed programs can expect that their accounts will be regularly monitored and adjusted by product fund managers for changing market conditions. His main office is in LaCenterra in Katy, but he also works in Beaumont with Lamar University.

Richard worked with the Japanese government during the Bush and Clinton administrations. He has consulted with the family businesses of Al Gore and George Bush. He has also led hundreds of business initiatives for the likes of Burger King, Culligan Water and the Los Alamos National Laboratory in New Mexico.

Richard has passed several licensing and professional exams and is a registered agent through the Texas Department of Insurance.

Since 2013, Brian McCaffrey has been dedicated to serving clients across Texas, with a specialization in addressing the unique financial challenges faced by educators and their families. Brian sees himself not just as a financial advisor, but as a teacher, investing time to understand each client's concerns and needs, as well as provide them ongoing support to help reach their goals. His approach involves listening to clients to fully understand their situation, helping them identify and define their goals, making them aware of potential pitfalls, and presenting an effective plan with custom tailored solutions.

In 2020, Brian established McCaffrey Wealth Management in Katy, embracing independence to enhance his ability to provide a more personalized service. This move removed conflicts of interest and quotas, allowed him to offer greater planning flexibility, and access to a broader range of products and investment tools.

In 2024, Brian expanded his impact by partnering with Richard and Texas Retirement Planners. This collaboration has brought a dynamic synergy to their services, further strengthening their ability to deliver comprehensive retirement planning solutions and wealth management services.

Outside of his professional life, Brian cherishes spending time with friends and family, traveling the world to explore history and different cultures. He is a passionate college football fan, particularly of his alma mater, Texas A&M, and enjoys barbecuing and tailgating.

Rodrigo “Rod” Marin has over 40 years of experience specializing in life, disability, group benefits, and property and casualty insurance to help reduce clients’ risk exposure. Rod earned a BA in Industrial Arts from Cal State Los Angeles and served in the U.S. Army during the Vietnam era, where he distinguished himself as an elite fencer on the All Army and Armed Forces teams, even competing internationally, including at the 1977 World University Games. After retiring from fencing in 1981, he spent six years teaching vocational wood shop and earned a master’s degree in education. Transitioning into financial services, Rod became an active community leader, contributing to the San Antonio Chamber of Commerce, founding the Hispanic Contractor’s Association, and serving on various insurance and civic boards. A tennis enthusiast, he also served as President of the San Antonio Tennis Association and created the Free Enterprise Speaker Series to promote entrepreneurship in higher education.

Sonali is a licensed insurance advisor dedicated to helping families build secure financial futures through personalized retirement plans and insurance solutions. With a strong foundation in life and health insurance, her career began in 2001 with the Life Insurance Corporation of India, where she focused on serving rural and economically disadvantaged communities. After moving to the U.S., she continued her mission in the financial services industry, drawing on her background as a teacher to connect with clients and understand their needs. In 2024, she partnered with Richard Becker and Texas Retirement Planners to expand her outreach. Passionate about financial education and community involvement, Sonali actively supports local events, cultural exchange, and initiatives that empower individuals and small businesses.