At RTD, we have an extensive team of professionals with diverse backgrounds and specialties. Our collaborative approach has provided consistent, quality advice to generations of clients.

Christina Alvarez, FPQP™
Director of Client Services
Christina Alvarez, FPQP™
Rutuja Amin, AAMS®, AIF®
Portfolio Manager
Rutuja Amin, AAMS®, AIF®
Molly Baker, CFP®
Financial Planner
Molly Baker, CFP®
Abigail Bickings, CFP®
Financial Planning Analyst
Abigail Bickings, CFP®
Willie Black PHR®
Human Resources Specialist
Willie Black PHR®
Maggie Callahan, CFP®
Financial Planning Analyst
Maggie Callahan, CFP®
Jacob Carroll, FPQP™
Client Service Associate
Jacob Carroll, FPQP™
Henry Cluver, CFP®, ChFC, AIF®
Financial Planner
Henry Cluver, CFP®, ChFC, AIF®
Kevin Cremi, IACCP®
Chief Compliance Officer/Director of Operations
Kevin Cremi, IACCP®
Beth Davies, AIF®, CPC
President
Beth Davies, AIF®, CPC
Magdalena Delega
Operations Project Specialist
Magdalena Delega
Garret Desjardins, CFP®
Financial Planner
Garret Desjardins, CFP®
Burke Donnelly, CPFA™, AIF®
Client Service Associate
Burke Donnelly, CPFA™, AIF®
Richard J. Durso, CFP®, MBA, AEP®
Senior Wealth Advisor / Chief Financial Officer
Richard J. Durso, CFP®, MBA, AEP®
James Fletcher
Associate Operations Analyst
James Fletcher
Irene S. Giman, MBA, CFA, CFP®
Senior Wealth Advisor
Irene S. Giman, MBA, CFA, CFP®
Jake Guller
Financial Planning Analyst
Jake Guller
Man-Hyung Hahn, CFP®, CPA, EA, MBA
Director of Tax Planning / Financial Planner
Man-Hyung Hahn, CFP®, CPA, EA, MBA
Stephen Horstmann, CFP®
Financial Planner
Stephen Horstmann, CFP®
Cindy Kennedy
Office Coordinator
Cindy Kennedy
Marc C. Labadie, MPAS®, CFP®, AIF®
Executive Vice President
Marc C. Labadie, MPAS®, CFP®, AIF®
Kurt Larsen
Senior Client Service Associate
Kurt Larsen
Sarah E. Levine
Creative Project Specialist
Sarah E. Levine
William G. Love, CFP®, RICP®
Senior Wealth Advisor, Certified Retirement Coach
William G. Love, CFP®, RICP®
Gavin Maurer, CFP®
Associate Financial Planner
Gavin Maurer, CFP®
Aidan McKeon
Financial Planning Analyst
Aidan McKeon
Zachary Merring, CFP®, MBA
Associate Financial Planner
Zachary Merring, CFP®, MBA
Jeff Metz, MT, CFP®
Senior Vice President / Senior Wealth Advisor
Jeff Metz, MT, CFP®
Don Milligan, AIF®, QKA®
Associate Retirement Plan Consultant
Don Milligan, AIF®, QKA®
Rachel F. Moran, CFP®, MT
Vice President of Personal Wealth Management / Senior Financial Planner
Rachel F. Moran, CFP®, MT
Nicole Offerman, AIF®, QKA®, CPFA™
Vice President of Employer Retirement Plan Services / Employer Retirement Plan Consultant
Nicole Offerman, AIF®, QKA®, CPFA™
Donald Rudd, FPQP™
Senior Client Service Associate
Donald Rudd, FPQP™
Medgine S. Saint-Fort, AIF®
Financial Planning Analyst
Medgine S. Saint-Fort, AIF®
Maxine Shevlin, CFP®
Associate Financial Planner
Maxine Shevlin, CFP®
Lillia Smith, CFP®
Associate Financial Planner
Lillia Smith, CFP®
Maryellen Vandegrift, AIF®, CRPS®
Associate Retirement Plan Consultant
Maryellen Vandegrift, AIF®, CRPS®
Christopher Vassallo, CFP®
Vice President of Client Development
 / Senior Wealth Advisor
Christopher Vassallo, CFP®
Peyton Vostenak
Associate Investment Research Analyst
Peyton Vostenak
Jeff A. Weiand, CFP®, AIF®
Chairman and CEO / Senior Wealth Advisor
Jeff A. Weiand, CFP®, AIF®
Kelly A. Young, FPQP™
Senior Client Service Associate
Kelly A. Young, FPQP™
Gregory J. Young, CAIA®, AIF®, MBA, ABFP™
Chief Investment Officer
Gregory J. Young, CAIA®, AIF®, MBA, ABFP™
Brent J. Zackon, CFP®
Director of Financial Planning Standards / Financial Planner
Brent J. Zackon, CFP®
Roy T. Diliberto, CFP®, Founder Emeritus
Founder Emeritus
Roy T. Diliberto, CFP®, Founder Emeritus
There are no team members that match that criteria.

Join Our Team

We’re committed to developing and retaining great talent. Our human capital is our most valuable asset. Are you ready to join our team?

View Career Opportunities