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®
Investment Analyst
Rutuja Amin, AAMS®
Abigail Bickings
Financial Planning Analyst
Abigail Bickings
Maureen Blom
Chief Operating Officer
Maureen Blom
Richard J. Busillo, CFP®, AIF®, RPA
Board Director
Richard J. Busillo, CFP®, AIF®, RPA
Henry Cluver, CFP®, ChFC, AIF®
Financial Planner
Henry Cluver, CFP®, ChFC, AIF®
Latifa Cottman, WMS™
Associate Investment Analyst
Latifa Cottman, WMS™
Kevin Cremi
Chief Compliance Officer/Operations Analyst
Kevin Cremi
Beth Davies, AIF®, CPC, ERPA
President
Beth Davies, AIF®, CPC, ERPA
Magdalena Delega
Senior Client Service Coordinator
Magdalena Delega
Garret Desjardins, CFP®
Financial Planner
Garret Desjardins, CFP®
Burke Donnelly, CPFA™
Client Service Associate
Burke Donnelly, CPFA™
Richard J. Durso, CFP®, MBA, AEP®
Senior Financial Planner / Chief Financial Officer
Richard J. Durso, CFP®, MBA, AEP®
Irene S. Giman, MBA, CFA, CFP®
Senior Financial Planner
Irene S. Giman, MBA, CFA, CFP®
Man-Hyung Hahn, CFP®, CPA, EA, MBA
Director of Tax Planning / Financial Planner
Man-Hyung Hahn, CFP®, CPA, EA, MBA
Stephen Horstmann, CFP®
Associate Financial Planner
Stephen Horstmann, CFP®
Pearl Jakes
Office Coordinator
Pearl Jakes
Marc C. Labadie, MPAS®, CFP®, AIF®
Executive Vice President
Marc C. Labadie, MPAS®, CFP®, AIF®
Kurt Larsen
Client Service Associate
Kurt Larsen
Sarah E. Levine
Project Specialist
Sarah E. Levine
William G. Love, CFP®, RICP®, CPC
Senior Financial Planner, Certified Retirement Coach
William G. Love, CFP®, RICP®, CPC
Gavin Maurer
Financial Planning Analyst
Gavin Maurer
Jeff Metz, MT, CFP®
Senior Vice President / Senior Financial Planner
Jeff Metz, MT, CFP®
Rachel F. Moran, CFP®, MT
Vice President of Personal Wealth Management / Senior Financial Planner
Rachel F. Moran, CFP®, MT
Nicole Offerman, AIF®, QKA®, CPFA™
Director of Retirement Plan Services
Nicole Offerman, AIF®, QKA®, CPFA™
Ed Price, CFP®
Financial Planner
Ed Price, CFP®
Donald Rudd, FPQP™
Client Service Associate
Donald Rudd, FPQP™
Medgine S. Saint-Fort
Financial Planning Analyst
Medgine S. Saint-Fort
Maxine Shevlin
Associate Financial Planner
Maxine Shevlin
Maryellen Vandegrift, AIF®, CRPS®
Associate Retirement Plan Consultant
Maryellen Vandegrift, AIF®, CRPS®
Christopher Vassallo, CFP®
Vice President of Client Development / Senior Financial Planner
Christopher Vassallo, CFP®
Jeff A. Weiand, CFP®, AIF®
Chairman and CEO / Senior Financial Planner
Jeff A. Weiand, CFP®, AIF®
Molly E. Wentz, CFP®
Financial Planner
Molly E. Wentz, CFP®
Gregory J. Young, CAIA®, AIF®, MBA
Chief Investment Officer
Gregory J. Young, CAIA®, AIF®, MBA
Kelly A. Young, FPQP™
Senior Client Service Associate
Kelly A. Young, FPQP™
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