March is Women’s History Month, a month set aside to honor women’s contributions in American history. As we celebrate this month and throughout the year, we invite you to join us as we recognize and learn more about the women who are shaping our firm and our industry.
Christina Alvarez, FPQP™
Director of Client Services
Christina is the Director of Client Services at RTD Financial. Christina joined the firm as Client Service Associate in April 2017. Her primary role is to work closely with the Financial Planners to help meet all client requests and inquiries while providing prompt first class service. To read Christina’s full bio, click here.
Rutuja Amin, AAMS®
Investment Analyst
Rutuja is an Investment Analyst at RTD Financial. Her primary role is to assist with investment management and investment operations. Her responsibilities including trading, analyzing, and rebalancing portfolios. To read Rutuja’s full bio, click here.
Abigail Bickings
Financial Planning Analyst
After transferring to Virginia Tech, Abby didn’t know which direction to go in. She pursued biology, and then mathematics, but couldn’t seem to find the right fit. In considering her interests, Abby recognized she enjoyed working with numbers and was always motivated to help others. With the help of a close advisor, she found her way to financial planning! To read Abigail’s full bio, click here.
Maureen Blom
Chief Operating Officer
Maureen is the Chief Operating Officer of RTD Financial. Maureen oversees many critical functions of the firm, including operations, accounting and financial reporting, human resources, benefits, and talent acquisition. She is responsible for establishing and monitoring operational workflows and coordinates both internal and external events. She also supports the firm’s compliance and cybersecurity efforts. To read Maureen’s full bio, click here.
Latifa Cottman, WMS™
Associate Investment Analyst
Latifa started her career at RTD on the client service team, scheduling client meetings, managing virtual document storage and processing quarterly investment reports. She is currently transitioning to the investment team, where her responsibilities include trading and rebalancing investment portfolios and managing liquidity accounts. To read Latifa’s full bio, click here.
Beth Davies, AIF®, CPC, ERPA
President
Beth Davies is President at RTD Financial. In addition to her role in firm management, she works directly with business owners and executive staff to develop and monitor highly effective retirement programs for their organizations. Beth offers resourceful solutions to each client’s unique needs, earning their trust and confidence with her depth of knowledge and perspective. To read Beth’s full bio, click here.
Magdalena Delega
Client Service Coordinator
Magdalena is a Client Service Coordinator, working primarily in RTD’s Cherry Hill office. As a Client Service Coordinator, she works directly with the Financial Planners in supporting client requests. She provides excellent customer service when answering the phones and works to schedule meetings quickly and accurately. She thrives in maintaining communication with clients and resolving issues in a timely manner. To read Magdalena’s full bio, click here.
Irene S. Giman, MBA, CFA, CFP®
Senior Financial Planner
As a Senior Financial Planner, Irene is passionate about serving as financial coach for her clients. She is committed to understanding each of her client’s unique situations, and what their hopes are now and in the future. Irene has a strong background in working with executives with complex compensation packages as well as business owners with their unique circumstances in growing, running, and, ultimately, monetizing their businesses. To read Irene’s full bio, click here.
Pearl Jakes
Office Coordinator
Pearl Jakes is a Senior Client Service Coordinator at RTD Financial. In addition to welcoming clients and colleagues, Pearl assists with various administrative tasks, communicating with clients on a daily basis to schedule meetings and coordinate internal functions. To read Pearl’s full bio, click here.
Sarah E. Levine
Project Specialist
Sarah Levine is a Project Specialist who works with other RTD employees to complete various company projects. Sarah brings a wealth of experience and skills to the position, such as following closely various administrative style tasks. Prior to joining RTD, she spent seven years at PNC Bank, where she sharpened her general office skills and expanded her knowledge of Microsoft Office. To read Sarah’s full bio, click here.
Rachel F. Moran, CFP®, MT
Vice President of Personal Wealth Management / Senior Financial Planner
Rachel is a Shareholder and Senior Financial Planner, and the Director of Personal Wealth Management, at RTD Financial. She is passionate about providing her clients with comprehensive, unbiased advice and seeks to help them fulfill their dreams by merging their money and values. She enjoys working with single women, serving as both their thinking partner and advocate. To read Rachel’s full bio, click here.
Nicole Offerman, AIF®, QKA®,CPFA™
Director of Retirement Plan Services
Nicole is the Director of Retirement Plan Services who partners with organizations that care about their employees and wants them to attain financial independence in retirement. For employers who embrace their fiduciary responsibility, Nicole assists in navigating the complex and evolving compliance procedures surrounding retirement plans. To read Nicole’s full bio, click here.
Medgine S. Saint-Fort
Financial Planning Analyst
Medgine always knew that she had a passion for helping others but didn’t always know how she could make a career from it. Early in her college studies, she was exposed to the world of finance and financial planning, and from there, things began to fall into place. Growing up in Haiti and later moving to the Philadelphia area, she experienced firsthand through her family and friends a clear lack of financial literacy. To read Medgine’s full bio, click here.
Maxine Shevlin
Associate Financial Planner
Maxine is an Associate Financial Planner at RTD Financial. Prior to joining the RTD team, Maxine was a Financial Planning Analyst at WMS Partners in Maryland, where she worked directly with clients of high net worth, supporting business owners and families with generational wealth. To read Maxine’s full bio, click here.
Maryellen Vandegrift, AIF®, CRPS®
Associate Retirement Plan Consultant
As an Associate Retirement Plan Consultant, Maryellen enjoys working directly with plan sponsors, participants, and partners to develop an intimate understanding of a company’s individual Retirement Plan needs. Maryellen is involved from the beginning of the set-up process and works closely with all parties on an ongoing basis, ensuring a smooth experience and consistent service. To read Maryellen’s full bio, click here.
Molly E. Wentz, CFP®
Financial Planner
Molly is an Associate Financial Planner with RTD Financial. She enjoys working with a range of clients, from young families just starting out to couples nearing retirement. Molly uses her curiosity and attention to detail to help guide clients through the various areas of financial planning and assist them in achieving their financial goals. To read Molly’s full bio, click here.
Kelly A. Young, FPQP™
Senior Client Service Associate
Kelly is a Senior Client Service Associate, working primarily out of our Cherry Hill office. As a Certified Financial Paraplanner Qualified Professional (FPQP), she is a key support member of the financial planning team. Kelly works closely with RTD’s Financial Planners to build positive relationships with her clients. Her responsibilities include opening new accounts, transferring existing accounts, cash requests and account maintenance as needed. To read Kelly’s full bio, click here.