Meet the 401k Shop Team
The 401k Shop services 401k plans for businesses nationwide. Serving as a fiduciary, we offer independent, unbiased advice, participant education, assistance with employee enrollment, and much more. From helping businesses choose the best 401k plan to working with participants to help reach their retirement goals, our trusted team is prepared to help you make the most out of your retirement plan. Read on to learn more about our professional team and the services that we provide.
Monte C. Byrd
Founder and President
Monte Byrd is the founder of the 401K Shop, a Texas financial services firm serving families, private clients and businesses. Mr. Byrd has more than 25 years of experience in financial advisory services. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations, as well being an Accredited Investment Fiduciary.
Monte received a B.B.A. in finance from Baylor University in 1986 and is a 20 year resident of Bellville, Texas. He is married to Cathy Byrd.His son Caleb graduated from Baylor University and received a degree in Real Estate and Entrepreneurship. His daughter Hannah is attending Baylor as well and receiving degrees in international studies and Arabic.
Caleb G. Byrd
Caleb is a Financial Consultant with the 401K Shop. Mr. Byrd graduated from Baylor University in 2016 with degrees in Real Estate and Entrepreneurship and holds the Series 65 License. In his free time, he enjoys photography and non-fiction books. He lives in Katy, Texas.
Director of Operations
Pete, based out of New York City, has 30 years of industry experience, most recently serving as Vice President in the area of client portfolio management, transitions and operations for Fidelity’s NYC office, a role in which he managed special projects for client portfolios ranging from $20 million-$11 billion. Previous roles include work as a client analyst and trader for Abel Noser, ConvergEx, Goldman Sachs and The Bank of New York.
Edith Moreno is an Executive Assistant with the 401K Shop.
Ms. Moreno’s prior work experience includes 4 years as a Printing Office Executive Assistant. She also graduated from Waller High School as a Texas Scholar graduate and is fluent in English and Spanish. Edith handles compliance within our firm and is responsible for coordinating projects and completing tasks that involve working with all levels of management and staff.
She came to work at the 401K Shop in late 2016.