Stephen McCormack

Client Relations Manager
AIF®

smccormack@m-rpa.com
O: 813-909-9305 ext. 1926

Education

  • Bachelor of Science in Business Administration, Towson University, Finance major

Designations & Certifications:

  • Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies

Steve McCormack works closely with our consultants in performing investment due diligence, cost analysis and benchmarking and plan reviews. He is readily available as an in-office contact for the ongoing needs of our clients and their employees.

Steve has over two decades of experience in the financial services industry with a strong background in retirement plans. He joined MRPA after several years in a senior systems development role with a major mutual fund company.

Professional Associations:

  • Retirement Plan Advisory Group (RPAG)

Our Awards and Recognitions

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CEFEX-certified as an Advisor 9/23/2009
"Through CEFEX’s independent assessment, the certification provides assurance to investors… that Montgomery Retirement Plan Advisors has demonstrated adherence to the industry’s best fiduciary practices."
Read Press Release | View Certificate

Investment advice offered through IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Montgomery Retirement Plan Advisors are not affiliated.

The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies.