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Our Team

Douglas is one of our valued investment advisors and at Retirement Partner Advisors, he works with plan sponsors and participants in setting up and managing their retirement plan process, while focusing on successful outcomes for all. He...

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Sean is a Partner at Retirement Partner Advisors and as an ERISA fiduciary consultant, he specializes in the design, implementation and communication of retirement programs, including defined contribution, defined benefit and...

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At Retirement Partner Advisors, Javier works with plan sponsors in managing their fiduciary duties and investment reviews. He also educates retirement plan participants to help them understand plan rules and investment allocations and...

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Jim is a financial advisor who has been in financial services since 1980. He began focusing on 401k plans in 1990 and currently services plans in 6 southeastern states. To complement his retirement plan practice, Jim began expanding...

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James Battmer

Chief Economist, Lead Portfolio Manager

Prior to joining the firm, Mr. Battmer worked as an analyst at Morgan Stanley and a fixed income portfolio manager for UMB. Mr. Battmer functions for the firm as the lead investment strategist and chairs the Investment Policy and...

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Phil Troyer

ERISA Attorney & Chief Compliance Officer

Phil Troyer serves as Resource Investment Advisors’ Chief Compliance Officer, bringing more than eight years of experience in the financial services industry and 21 years of experience as a licensed attorney to the firm. In his...

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