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
Chairman
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
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
Financial Planner
Man-Hyung Hahn, CFP®, CPA, EA, MBA
Stephen Horstmann, CFP®
Associate Financial Planner
Stephen Horstmann, CFP®
Pearl Jakes
Senior Client Service 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®, Certified Retirement Coach, CPC
Senior Financial Planner
William G. Love, CFP®, RICP®, Certified Retirement Coach, 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
Director 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®
Director of Strategic Partnerships / Senior Financial Planner
Christopher Vassallo, CFP®
Jeff A. Weiand, CFP®, AIF®
CEO / Senior Financial Planner
Jeff A. Weiand, CFP®, AIF®
Molly E. Wentz, CFP®
Associate 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®
Financial Planner
Brent J. Zackon, CFP®
Roy T. Diliberto, CFP Board Emeritus®
Founder Emeritus
Roy T. Diliberto, CFP Board Emeritus®
There are no team members that match that criteria.

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

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