As a CFP® practitioner and graduate of Brigham Young University, Scott has spent more than 20 years advising clients as they plan for their financial future. Bilingual in Spanish and English, he holds FINRA Series 7, 24, 53, 63, 66 registrations and a Group 1 insurance license. Scott has continued his education and received the CPFA, Certified Plan Financial Advisor as well. These licenses, registrations and certifications, and more than 20 years of experience have given him the depth of knowledge to keep his clients informed on all the most suitable options for their specific needs. Scott takes a proactive approach to serving his clients. He sees to it that they always know what is going on with their financial plan.
He has remained active within his community over the years serving on the Garland Chamber of Commerce board including as Chair of the board in 2018 and has given a lot of his time volunteering with the Garland ISD Education Foundation where he currently sits as Chairman of the Board. Previously he served on the board of Baylor Scott & White Garland Hospital.
He continues to actively serve for his congregation with The Church of Jesus Christ of Latter Day Saints.
Scott and his wife Carrie have four children, ages 12-18, who keep them very busy. He enjoys spending time with his wife and children, and feels lucky when he finds a few minutes to improve his golf game.
Eric joined MG Retirement Advisors (previously Shea & McMurdie Financial) in 2007 after earning his bachelor’s degree in business management with an emphasis in finance from Brigham Young University. He holds Series 7, 66 and Life/Health insurance licenses. Prior to joining MG Retirement Advisors, he interned at Northwestern Mutual Financial Network in Provo, UT.
In 2008, Eric became a graduate of the SMU Certificate Program in Financial Planning. In 2009, he earned the CFP® designation with the Certified Financial Planner Board of Standards, which gives him the breadth of knowledge to assist clients with their financial needs.
Eric has a passion and focus for assisting plan sponsors and their participants through the complex 401(k) environment. He earned his Certified Plan Fiduciary Advisor (CPFA) designation through the American Society of Pension Professionals and Actuaries in 2012, as well as his Accredited Investment Fiduciary (AIF®) designation through FI360 in 2015. He is an active member in the National Association of Plan Advisors (NAPA) and sits on the Retirement Plan Advisory Council with the Advisor Group network of Broker/Dealers.
Eric is a born and bred Texan, Leadership Garland alum, and Eagle Scout. He and his dear, patient wife Sheena are the proud parents of four active kids. He enjoys being fully engaged in their interests and activities. Eric has many responsibilities through his church that allow him opportunities to give back through service. He is an avid sports fan and enjoys running and the occasional home improvement project. Eric is also conversant in Spanish.
Get to know Eric
Q. What is your idea of the perfect vacation?
A. Road Trip! Pack the kiddos in the car and go explore.
Q. Who do you root for?
A. Family, Texas Rangers, good people doing good, all things BYU (rise and shout).
Q. What are you happiest doing when not at work?
A. Serving others. Whether it’s helping a buddy move a piano, testing my high school math skills with my son, the “honey-do” list, or volunteering through church…that’s when I’m happiest.
Beyond that, I enjoy trying new hobbies/skills (pickleball, long boarding, wood working).
For more than 38 years, I have developed financial strategies for my clients' investment, estate, insurance and retirement income planning needs. I have developed specific strategies and processes that help enable my clients to have confidence in their financial decisions and pursue their intended goals. As markets and technology have evolved, I have refined my processes to take advantage of improvements in the tools and resources that are available.
I have developed specific experience in retirement income planning and Social Security retirement benefits. I conduct seminars on this subject and serve as a resource to CPAs, attorneys and other financial advisors seeking guidance on investing for retirement income and Social Security claiming strategies.
I have the professional credentials as a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). I have served as president of the Dallas chapters of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Service Professionals (SFSP) and the Estate Planning Council of North Texas.
I am a fitness enthusiast, an outdoorsman and an avid reader. I have served as a volunteer and in a leadership capacity with numerous charitable and civic organizations. I reside in Far North Dallas and have two adult children and five grandchildren.
Sandra (Sandy) Alvarez serves as assistant to Scott and Eric McMurdie at MG Retirement Advisors. She is a class of ’75 graduate from the University of Florida with a Bachelor of Science Degree in Secondary Education, Language Arts. She has been working with the firm since she retired from her teaching career in 2012. As an office assistant, she enjoys the wide variety of tasks from answering the phones to paperwork prep, customer service and follow-up. When Sandy is not at the office, she might be watching college football or spending time with her son or daughter, son-in-law, and three grandkids. As she says: “Keeping up with the grands is a form of exercise all its own and keeps me young at heart”.
Nancy Dlabaj serves as assistant to Larry Burgess. She has worked with Larry in this capacity for over 10 years and takes care of any and all client needs. Nancy graduated from the University of Texas at Arlington with a Bachelor of Science in Economics in 2001. She holds an Insurance license as well as her Series 7 and 66. When she is not at work, Nancy is an avid reader and enjoys travelling and spending time with friends and family.
Suzy Passey joined MG Retirement Advisors in 2020 as a client service specialist. She enjoys working with the MG Retirement Team on tasks from marketing to operations. Over time, she earned a bachelor’s degree from Brigham Young University Idaho as she balanced raising a family. She has a passion for learning and is currently working on her FINRA Series 7 registration in the securities industry. Spending time with her husband, five children, and two grandchildren remains her top priority and greatest joy. She actively serves in her church and community. Her hobbies include pickleball, reading, and projects around the house. “Life is good” is her motto and she tries to live by it each day.