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MIDWESTERN STATE UNIVERSITY
AUTHORIZED COMPANIES AND AGENTS
TEXAS OPTIONAL RETIREMENT PROGRAM (ORP)
Midwestern State University employees eligible for the Optional Retirement Program (ORP) should contact the following approved representatives regarding the programs available through these listed companies:
Ameriprise Financial Advisors, Inc. (Formerly American Express Financial Advisors, Inc.)
http://www.ameriprise.com
Gregory Gray 2629 Plaza Parkway, Ste. A-1 Wichita Falls, TX 76308 Phone (940) 696-1396 email: Gregory.g.gray@ampf.com
Bryce Danley 860 Airport Fwy, Ste. 401 Hurst, TX 76054 Phone (817) 428-9898 email: Bryce.r.danley@ampf.com
Fidelity Investments Tax-Exempt Services Co. **
http://www.fidelity.com Brian Baker email: Brian.Baker@fmr.com Phone (800) 300-1706
Franklin Templeton Investments http://www.franklintempleton.com
Kenneth Worley, CFP®, Wells Fargo Advisors 2901 Garmett Ave, Wichita Falls, TX 76308 Phone (940) 723-7354 email: Kenneth.worley@wellsfargoadvisors.com
Shane Cody, Wells Fargo Advisors 2901 Garmett Ave, Wichita Falls, TX 76308 Phone (940) 723-7354 email: Shane.cody@wfadvisors.com
ING Life Insurance and Annuity Co. http://www.orptx.com Zera J. Harris 15455 Dallas Parkway, Ste 1250, Addison, TX 75001 Phone (800) 714-3931, ext 4006391 email:zera.harris@ingfa.com
Mid-Atlantic Trust Co. (ISC Group) http://macg.com/
Marvin Traywick, CLU
Kenneth Whisenhunt Phone (940) 766-6484
P. O. Box 97513, Wichita Falls, TX 76307
Metlife and Annuity Company of Connecticut (Formerly Travelers Insurance Co)
http://www.MetLife.com
Jim Hawkins, CLU P. O. Box 10, Wichita Falls, TX 76307 Phone (940) 761-1136 email: jim.hawkins@boleyfeatherston.com
Shirley Donnell, Jr. 1300 10th Wichita Falls, TX 76301 Phone (940) 761-4555
email: shirleyd@atmdinsurance.com
TIAA-CREF Teachers Insurance and Annuity Association College Retirement Equities Fund **
http://www.tiaa-cref.org 1-800-842-2006
USAA http://www.usaa.com Phone (800) 531-8292, Option #1
VALIC (Variable Annuity & Life Insurance Co.)
http://www.VALIC.com
Roger Palmateer Phone (800) 892-5558 ext.97091, cell (940) 733-0994
email: roger.palmateer@AIGRetirement.com
Revised 10/08/2009
** Enrollment packets available in MSU Human Resources Department.
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