• Michael W. Maresh
    AIFA®, CRPS®, CRPC®
    512-354-3965

     LinkedIn

    Michael is a Principal at The Maresh Yoshida 401k Group. He manages the overall investment process, meets with your investment committee, and oversees your fiduciary management process. He specializes in plan provider analyses, plan design, investment selection and fiduciary standards. He is an expert in the plan management software that firm uses among its clients.

    Michael has extensive training in the area of fiduciary standards and has obtained the Accredited Investment Fiduciary Analyst (AIFA®) designation. He has also received his Chartered Retirement Plan Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designations, as well as his Series 7 and Series 66 licenses.

    Michael is a graduate from The University of Texas at Austin and resides in Austin with his wife and two children.

  • T. Henry Yoshida
    CIMA®, CFP®, CRPC®, CRPS®
    512-354-3966

     LinkedIn

    Henry is a Principal at The Maresh Yoshida 401k Group. Henry manages the strategic client relationship with The Maresh Yoshida 401k Group and the plan provider. He ensures that plan goals are defined and achieved. He shares new plan design strategies and provider management ideas with the client.

    Henry has completed advanced financial and retirement plan training and has received his Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), Chartered Retirement Plan Specialist (CRPS®), and Chartered Retirement Planning Counselor (CRPC®) designations, as well as his Series 7, Series 9, Series 10, Series 63 and Series 65 licenses.

    Henry is a graduate of The University of Texas at Austin and currently resides in Austin with his wife and daughter.

  • Linda K. Lim
    CRPC®
    512-354-3964

     LinkedIn

    Linda is a Partner at The Maresh Yoshida 401k Group. Linda serves as the operations liaison between the client and the plan’s provider. She partners with the client to ensure the plan is operating efficiently and that issues are resolved in a timely manner with the plan’s provider. As communications specialist, she manages plan participant communications, facilitates participant education meetings, and evaluates education program effectiveness.

    She has received her Chartered Retirement Planning Counselor (CRPC®) designation, as well as her Series 7 and Series 66 licenses.

    Linda is a graduate of Southwestern University in Georgetown, Texas and currently resides in Austin.