President
Zach Egbert, ChFC®
Zach graduated from Texas Tech University in 2004 with an Accounting and Finance degree. From there he began his career as an accountant for a large corporation. He worked for them for two years before he felt a calling to help people with retirement planning and joined a financial services firm that has a worldwide presence. In 2009, he stepped away from this company and became an independent investment and retirement planner, not influenced by proprietary products, offering client-centered advice. Zach will consider the client’s specific financial goals and investment objectives. Zach works with his clients to formulate a strategy to help them achieve those goals. He then recommends the appropriate products and services to help clients execute their strategy through the companies available to financial professionals. Zach understands the importance and impact of planning and protection in life. He strives to build long lasting client relationships. This allows him to help clients through every phase of their lives as well as to provide support in times of change or need.
Zach currently resides in Dallas, Texas with his wife Angie and their two children Luke and Madeline. He enjoys playing basketball, traveling, and spending time with his family.
zegbert@intiretywealth.com
Co-President
Ryan Ozata
Ryan began his career in 2003 after graduating from Texas Tech’s Rawls School of Business. Ryan quickly gravitated towards the financial services industry. His employment began with a large insurance brokerage firm where he received training in the field of corporate risk management. After 3 years of experience, and feeling that he had a greater knowledge of the financial services industry, Ryan earned a position at a Fortune 100 company where his focus was to provide financial guidance for individuals, and to serve the community in which he has spent his entire life. With a new-found passion for building long-term relationships. Ryan began his endeavor of personally helping each of his clients navigate through life’s many uncertainties such as investing for retirement, saving for college, and providing adequate life and health insurance in the event of unforeseen accidents.
Ryan currently resides in Dallas, TX and enjoys basketball, working out, traveling, and spending time with his family.
rozata@intiretywealth.com
Partner / Certified Financial Planner™️
Randy Richter, CFP®
Randy has a reputation of creating a personal relationship with each of his clients while giving advice to help his clients plan where they need, and want to be, financially. His extensive knowledge of asset/risk management, defined benefit plans, social security, business owners’ needs and concerns, helps him in understanding and guiding his current and future clients.
Randy currently resides in Forney, TX with his wife Starla and their daughters Ellisyn and Kennedy. He enjoys spending time with his family, serving others, and playing sports.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
rrichter@intiretywealth.com
Partner / Wealth Advisor
Jesse Hill
Jesse graduated from Tarleton State University in 2019 with a Bachelors of Business Administration and a minor in Computer Information Systems. While at Tarleton, Jesse was a scholar athlete on the Men’s Basketball Team where he maintained a 4.0 GPA and was recognized for his achievements on and off the court by receiving Male Student Athlete of the Year for the university and the Lone Star Conference Academic Player of the Year. Upon graduating, Jesse began an internship with a telecommunications company with a nationwide presence. During that time, Jesse realized that his calling was elsewhere as he knew he always had a passion for investing and numbers which led him to the world of finance. Jesse focuses on creating retirement income plans for his clients where he carefully crafts a spending strategy from investment accounts and coordinates that strategy with other income sources such as Social Security, pensions, and insurance products to help ensure that his clients enjoy their hard earned funds while also leaving a targeted legacy to their families.
Jesse currently resides in Crandall, TX and enjoys spending time with his family, working out, playing basketball, reading, and traveling.
jhill@intiretywealth.com