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.
Jacob Carroll, FPQP®
Senior Client Service Associate/Financial Planning Analyst
Jacob Carroll, FPQP®
Richard J. Durso, CFP®, MBA, AEP®
President / Senior Wealth Advisor / Chief Financial Officer
Richard J. Durso, CFP®, MBA, AEP®
Man-Hyung Hahn, CFP®, CPA, EA, MBA
Director of Tax Planning / Senior Financial Planner
Man-Hyung Hahn, CFP®, CPA, EA, MBA
William G. Love, CFP®, RICP®
Senior Wealth Advisor / Director of Professional Development
William G. Love, CFP®, RICP®
Rachel F. Moran, CFP®, MT
Vice President of Personal Wealth Management / Senior Wealth Advisor
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™
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®
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 / Senior Financial Planner
Brent J. Zackon, CFP®
There are no team members that match that criteria.