Meet Our Team

Robyn Turner

Robyn is the lead financial planner at RPF. Her day to day consists of helping clients with their financial needs. She graduated from Texas State University and is an Investment Advisor and CERTIFIED FINANCIAL PLANNER®. Robyn lives in North Austin with her husband and 2 dogs.

• Robyn loves to travel the world and has been to almost 40 countries
• Her favorite Austin restaurant is Z Tejas
• On the weekend you can find her enjoying outside and cooking all kinds of food
• Her favorite hobby is photography 


Tom Carter

Tom is the founder and owner of Retirement Plan Fiduciaries. He has been working with retirement plans since 1987. He has served as a Plan Fiduciary, Plan Administrator, Named Fiduciary, and Investment Manager. He was trained as an actuary and has also run a record keeping and Third-Party Administrator business. Tom graduated from Cal Poly Pamona as an applied mathematics major. He is also the author of The 401(k) Committee/Fiduciary.

• Tom served in the Marine Corps
• Tom’s favorite Austin restaurant is Chuy’s
• One the weekend you can find him spending time with his family
• His favorite hobby is word working


Samantha Ockers

Samantha Ockers is a retirement plan specialist at RPF. Her overall goal is to insulate plan sponsors from the 401(k) plan as much as possible, and to bring clarity to the complex world of 401(k) plans. She graduated from Texas State University and is currently working toward becoming a Certified Pension Consultant through the American Society of Pension Professionals and Actuaries.

• Samantha loves to find new trails to hike through North Austin and kayaking with her dog Cody
• Her favorite Austin restaurant is Chuy’s
• Her favorite hobby is searching for new records to add to her collection