When you change jobs or retire, there are four things you can do with the money in your employer-sponsored retirement plan:
- Leave the money where it is
- Take the cash (and pay income taxes and perhaps a 10% federal penalty tax if you are younger than age 59½ )
- Transfer the money to another employer plan (if the plan allows)
- Roll the money over into an IRA
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.
MEET THE TEAM
Get to know us a little better!
Chief Executive Officer, Founder
mwtryon@tryonfinancial.com
Michael is a former CEO and President of six business turnarounds (privately-held, wholly-owned divisions of foreign / domestic holding companies, publicly-traded on the NYSE and NASDAQ). They ranged in size from $300m to $2.2b.
Former owner of Tryon Capital, LLC (private equity firm) and is a former Board of Directors member for the Veridian Credit Union. He was a speaker and roundtable participant with Chief Executive Publication in New York, NY. Michael is a sought after motivational speaker on leadership and a published author, 1993 (“Follow Me … Beyond the Top”). He’s conducted over 250 presentations to small businesses, Fortune 500 firms and numerous Board of Directors, on effective leadership and the essentials of failing business “turnarounds”. He launched another publication (“Looking for an Angel”) in September 2014.
He graduated from Iowa State University in 1978 (serving as captain and quarterback of the Cyclone football team) with a Bachelor’s Degree in Business and Education.
Michael is securities licensed and a fiduciary with a Series 65 license; plus Series 7, 63 and 62 license.
Chief Operations Officer, Director of Client & Advisor Services, Founder
ctryon@tryonfinancial.com
Cindy is the Operations Manager and coordinates all public and private speaking engagements. Cindy oversees our emphatic mantra of servicing our clients & advisors. She leads in the daily office activities such as processing new business, account transfers, scheduling of client appointments, billing and all other client and advisor service items. She is responsible for making sure the enterprise runs smoothly and keeps our clients and advisors comfortable, informed and pampered. She proactively communicates with our advisors to make certain they are informed throughout all client-driven processes. Cindy is a graduate of Iowa State University where she was a member of the Delta Delta Delta sorority and earned a Bachelor’s Degree in Interior Design. She previously founded Interior Innovations in Austin, TX and Ambiance Home Décor in Iowa, Nebraska and Pennsylvania. She also had a highly promoted business career with Jacobson Stores and Parts Company of America.
Investment Advisor Representative
Andrew@tryonfinancial.com
Andrew joined Tryon Investments, LLC as an independent Investment Advisor Representative in January 2016. Andrew is a recent graduate from the University of Iowa with a BA in Economics & a certificate in Entrepreneurial Management. After passing the Series 65, and becoming an Investment Advisor Representative with a fiduciary responsibility, Andrew is heading the trading desk and assists in the research function of the firm. In addition, Andrew puts together retirement analysis, social security projections, and portfolio analysis. He shares in our strict philosophies to provide the financial freedom to clients. In his free time, Andrew enjoys working out and spending time outdoors with family and friends. He is an avid Chicago Cubs and Iowa Hawkeye fan. Andrew holds the Series 7 and 63 licenses.
Executive Vice President
Michael@tryonfinancial.com
Michael is rejoining Tryon Investments, LLC as an independent Investment Advisor Representative (sitting for the Series 65 exam). Michael is a graduate from Western Illinois University, BS in marketing and finance. Michael was formerly with Tryon Financial Group as Managing Director of the insurance division. He holds an Insurance license for Life, Accident & Health and Auto.
Michael was Client Relationship Manager with Businessolver and a Supervisor, Client Services Analyst with Mercer for 6 years. Michael was highly promoted, a proven leader and exceeded all expectations in each of his roles.
Michael will be leading Tryon Investments, LLC’s marketing, television programs, communications, performance reporting; and analytics / research / client interactions, as a fiduciary (upon passing his Series 65). Michael is married to Courtney and has three children (Audrey 7, Carter 3 and Magnolia 1). He enjoys golfing, working out and spending time outdoors with family and friends.
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Tryon Investments