Our Team William A. Shea, ChFC, CFP®, CLU, CASL Financial Advisor [email protected] A graduate of J.J. Pearce High School in Richardson, Bill was awarded an athletic and academic scholarship to The University of Texas – Arlington. Bill completed his BBA at Texas Tech University in 1985.While a senior at Texas Tech, Bill earned his Real Estate License and promptly began a career in Real Estate. After graduation and prior to joining the world of investment management, Bill enjoyed a successful 10-year career with State Farm Insurance becoming one of the youngest Superintendents in the country. During this time, Bill expanded his knowledge by continuing his insurance education with specialized financial planning studies as he planned to benefit others in areas of finance that had been commonly discussed and successfully practiced within his own family.Bill specializes in creating Retirement Distribution Strategies for clients who are preparing for early retirement who must navigate the complex structure of the tax code to help maximize their retirement income and minimize taxes if under age 59 1/2. Additionally, Bill educates clients who are nearing age 70 1/2 or older in the management of IRA assets helping each person plan for Required Minimum Distributions. Building customized income distribution plans and paying attention to details are hallmark attributes that Bill exemplifies as he works with clients and their families to help reduce their tax liability, enhance retirement income and meet legacy planning goals to preserve IRA wealth for the next generation.Bill received the highly sought after financial planning credentials Certificate in General Insurance (1988), Certificate in Financial Planning (1991), and the designations Chartered Life Underwriter (CLU in 1994), Chartered Financial Consultant (ChFC in 1997) Chartered Advisor for Senior Living (CASL in 2005) and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008. Bill holds the General Securities Registration, Principal and Municipal Securities Registrations. Current and past memberships include: The Financial Planning Association (FPA), International Association of Financial Planners (IAFP), National Association of Personal Financial Advisors, International Association of Qualified Financial Planners and member of FSC Broker Dealers President's Elite Club, which represents the highest level of performance nationally for one the country's largest Independent Broker Dealers.Bill and his wife, Deanna, have been married for over 31 years and have 2 children.Bill is a golf enthusiast and plays to a single digit GHIN handicap. Scott McMurdie, CFP®, QPFC Financial Advisor [email protected] As a CFP® practitioner, a graduate of Brigham Young University, and a graduate of SMU’s Certificate Program in Financial Planning, Scott offers years of experience assisting clients with their retirement needs. Bilingual in Spanish and English, he holds Series 7, 24, 53, 63, 66 registrations and a Group 1 insurance license. Scott has continued his education and received the QPFC-Qualified Plan Financial Consultant Designation as well.These licenses and registrations along with his more than 18 years of experience give him the depth of knowledge to keep his clients informed on all the most suitable options for their specific needs. Scott takes a proactive approach to serving his clients. They don't have to wonder and they don't have to call him; he sees to it that you always know what is going on with your assets.Scott is fluent in Spanish. Scott and his wife have four children, Scott is Chairman of the Board at the Garland Chamber of Commerce and gives a lot of his time volunteering with the Garland ISD Education Foundation. He enjoys spending time with his wife and children, as well as his time on the links improving his golf game. Eric McMurdie CFP®, AIF®, CPFA Financial Advisor [email protected] Eric joined Shea & McMurdie Financial in 2007 after earning his bachelor’s degree in Business Management with an emphasis in Finance from Brigham Young University. He holds Series 7, 66 and Life/Health insurance licenses.Eric is also a graduate of the SMU Certificate Planning in Financial Planning and earned the CFP® designation which gives him the breadth of knowledge to assist clients with their financial needs. Additionally, he has earned his Accredited Investment Fiduciary (AIF®) designation through FI360 and his Certified Plan Fiduciary Advisor designation with the National Association of Plan Advisors.Eric and his wife are proud parents of four children. He enjoys being fully engaged in their interests and their activities. Additionally, Eric has many responsibilities through his church that allow him opportunities to give back in serve. Eric is an avid sports fan and enjoys the occasional woodworking project. Like Scott and Greg, Eric is fluent in Spanish. Larry W. Burgess, CFP® Financial Advisor 972-907-0110 [email protected] For more than 38 years I have developed financial strategies for my clients' investment, estate, insurance and retirement income planning needs. I have developed specific strategies and processes that help enable my clients have confidence in their financial decisions and pursue their intended goals. As markets and technology have evolved, I have refined my processes to take advantage of improvements in the tools and resources that are available. I have developed specific expertise in retirement income planning and Social Security retirement benefits. I conduct seminars on this subject and serve as a resource to CPAs, attorneys and other financial advisors seeking guidance on investing for retirement income and Social Security claiming strategies. I have the professional credentials as a Certified Financial Planner ® practitioner, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). I have served as president of the Dallas chapters of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Service Professionals (SFSP) and the Estate Planning Council of North Texas. I am a fitness enthusiast, an outdoorsman and an avid reader. I have served as a volunteer and in a leadership capacity with numerous charitable and civic organizations. I reside in Far North Dallas and have two adult children and five grandchildren Nicole Shea Registered Assistant [email protected] Shortly after graduating early from Texas A&M – Corpus Christi, Nicole joined Shea & McMurdie Financial in May of 2015. She holds both Series 7 General Securities license and Series 66 Uniform Combined State Law license. Additionally, she obtained her Life & Health Insurance License and is a Certified Financial Planner (CFP) candidate. She is currently enrolled in the Southern Methodist University (SMU) Financial Planning Certificate Program.As the third generation in the financial services industry and an eternal Philomath, her education and devotion to enhancing client servicing in our ever-changing industry greatly assists our firm in its responsibility to uphold a fiduciary standard. Nicole believes that a vital component often lacking nowadays in the modernized Financial Planning world is simply building a genuine bond with individual clients on a personal level. “Getting to truly know your clients is not only beneficial to the development of a trusted partnership, but it is also an incredibly powerful tool in refining an individual’s financial plan”.Throughout her time at college, Nicole had the privilege of balancing academia and athletics. Nicole played Division 1 golf while attaining awards such as Athletic Honor-roll and ensuring a spot on the Dean’s list. Nicole enjoys staying involved within the community by routinely participating in local charity events, in particular those related to child and animal welfare. Taylor Shea Registered Assistant [email protected] After Graduating from the University of Arkansas, Taylor joined Shea & McMurdie Financial in December of 2013. He holds his Series 7 General Securities license, Series 66 Uniform Combined State Law, Life/Health Insurance license, as well as a Property/Casualty Insurance license. Taylor has also completed Southern Methodist University (SMU) Certificate Program in Financial Planning and enjoys continuing his education in the fields of Investments, Tax, and Estate Planning.While attending the U of A in Fayetteville, Taylor played for the Razorback hockey team from 2009-2011 where he was awarded All-American Team honors. Taylor brings significant experience and insights to the team and excels in helping clients prioritize their financial goals and helping them implement retirement and investment plans that are tailored to their individual needs. Greg McMurdie, CFP®, ChFC, CEBS Registered Assistant [email protected] Greg has spent the past 35 years building his business, his dreams, and those of his clients. He prides himself in the fact that he puts to practice the principles he teaches to clients in his own life, raising eight children with his wife of 37 years, putting them each through college and still successfully working toward retirement.A 1973 graduate of Brigham Young University with a degree in Business Management, Greg has gone on to obtain multiple certifications, including Certified Financial Planner, Chartered Financial Consultant, Certified Employee Benefit Specialist, and has been designated a Retirement Plans Associate. In 2004 Greg was asked to teach at Southern Methodist University as part of the Certification program for Financial Planning. Presently he is teaching Employee Benefits and Retirement Planning and has taught Fundamentals of Financial Planning in the same program.Greg McMurdie is a past board member of the Garland Chamber of Commerce and Best Education Foundation and is a qualifying lifetime member of the Million Dollar Roundtable. Greg is fluent in Spanish, is an active leader in his church, and spends as much time as he can spare on the golf course. He and his wife of 37 years, Bonnie, have raised their eight children and now enjoy their 31 grandchildren. Of course, they're on target for their own retirement. Andrew Shea Andrew enjoyed a successful financial career as a Registered Principal* in the securities industry, and now enjoys the fruits of his labor in retirement working on his golf game, reading and traveling. Andy believed in the sound principles of financial planning and followed the same advice that prepared his clients for their retirement over his 30 year career.Recognizing a need to develop ongoing, individual relationships with clients, he created Shea Financial Services with the primary objective of devoting his personal attention to each and every client account. Andrew’s skills in designing and implementing portfolios for capital preservation, as well as providing retirement income programs, helped him maintain long-term client relationships during his career.Andrew was among the early pioneers on Dallas radio stations, KGBS and KLIF, educating listeners, answering questions and sharing ideas on tax-saving concepts relating to investments and money management. Andy was recognized as a member of the prestigious FSC Securities Corporaition President’s Elite Club, which represents the highest level of performance nationally for one of the country's largest broker dealers**. He holds licenses for life, health and disability insurance.Prior to joining the financial services industry, Andy served in the U.S. Marine Corps., after which he enjoyed a successful 23-year career in executive management with Sears Roebuck and Co.Andrew has been active leader in various community organizations, such as past president of the Little League Baseball Program in Naperville, IL. and served as an usher at All Saints Catholic Church in Dallas. *Andrew Shea is not currently registered with FSC Securities Corporation**Membership FSC's Presidents Club is based on annual gross commission income. Membership is not a guarantee of future investment success, does not ensure that a client or prospective client will experience a higher level of performance or results, and should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.