About Us
- 704-869-8102
- 102 Hidden Pastures Suite 206 Cramerton, NC 28032
- david.conner@retiretag.com
David L. Conner, FRC®
PRESIDENT
A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in economics and political science, David works with families and businesses throughout North Carolina and the southeast developing strategies to help enhance their financial position and maximize retirement income.
David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is a Top of the Table member. He is also a past president of the Gaston County Association of Insurance and Financial Advisors. David is a nationally recognized instructor on social security maximization strategies, David also holds his Federal Retirement Consultant (FRC) certification, specializing in helping Federal employees plan for their retirement.
He and his wife, Josie, are parents to four boys and a girl. Coaching youth sports through his church, teaching Sunday school and Vacation Bible School, and having served on several boards in Gaston County, David remains actively involved in the community where he has lived for 50-plus years.
Thomas H. Ables, FRC®, NSSA®
VICE PRESIDENT
Tom has been in the insurance business for 30 years. He was also in the investment business for 15 years. For the past 15 years, he has concentrated on the federal benefits industry, as well as working with social security clients. Tom received his bachelor’s from the University of North Carolina at Wilmington before working at MetLife as a registered rep and AXA Advisors as a 403(b) financial professional. As a result, Tom is no stranger to the products and challenges pre-retirees, retirees, and specifically, federal employees have in retirement. Tom truly enjoys the challenge of finding the right strategies to meet his clients’ needs and takes the responsibility of their retirement income futures very seriously.
Tom has the NSSA Social Security Certification, through which he serves as a National Social Security Advisor. He is also a prior member of Council of Financial Educators (COFE), a 501(c)(3) non-profit organization committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape.
At present, he focuses on federal and social security benefits throughout the country for all federal agencies. Additionally, he assisted Post Office employees and Veterans Administration (VA) employees throughout the North for 11 years, and anyone outside federal agencies in need of guidance with retirement. In addition to serving over 170 federal clients in New England, Tom is licensed in 20 other states, such as North Carolina, Virginia, South Carolina, and Tennessee. He feels that his client relationships are the key to his success.
Tom also has advanced training with the federal benefits market, leading to a designation of (FRC) Federal Retirement Consultant. Tom has achieved the MDRT (Million Dollar Round Table), for the last 4 years – only 2-3% of insurance agents and financial advisors in the world are members of this elite group.
Outside of work, Tom enjoys spending time at his karate dojang where he teaches Christian karate at his church. He is very involved in his church and enjoys spending time with his wife, children and grandchildren, as well as doing yard-work and traveling.
His motto: People buy from people; therefore, integrity and strong relationships are the key!
*SSA Disclaimer: Not associated with or endorsed by the Social Security Administration or any other government agency.
*FFEBA Disclaimer: FFEBA is not affiliated or endorsed by the Federal Government.
- (704) 869-8102
- 102 Hidden Pastures Suite 206 Cramerton, NC 28032
- tina.richardson@retiretag.com
tina Richardson
CLIENT ACCOUNT MANAGER
Tina Richardson is our Client Account Manager. Tina began her career in the financial service industry in 1995 with Prudential Securities & then joined Merrill Lynch in 2001. She joined David Conner’s office in 2012. Her primary objective is to provide a high level of service in various operational and administrative areas. She appreciates being part of a group that plays a key role in helping clients manage their desired retirement lifestyles. Outside the office Tina enjoys working out, spending time with family and friends, and reading.
- (704) 869-8102
- 102 Hidden Pastures Suite 206 Cramerton, NC 28032
- connie.wallace@retiretag.com
connie Wallace
APPOINTMENTS & SCHEDLUING
Connie is a retired North Carolina teacher with thirty-one and a half years of experience in secondary education. A few years after retiring, Connie started working for David Conner in June 2005. Her duties include both administration as well as public relations. Developing trusting relationships with our clients is the job of each member of our group, and Connie is often the first person to reach out to both our clients and to people interested in learning about what RTAG has to offer through scheduling an appointment.
Outside of the office, Connie enjoys spending time with family and friends, binge-watching Netflix, and caring for her pets.
