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.
Beth Davies, AIF®, CPC, ERPA
Vice President of Retirement Plan Services
Beth Davies, AIF®, CPC, ERPA
Richard J. Durso, CFP®, AEP®
Chief Financial Officer / Senior Financial Planner
Richard J. Durso, CFP®, AEP®
Rachel F. Moran, CFP®
Director of Financial Planning / Senior Financial Planner
Rachel F. Moran, CFP®
Christopher Vassallo, CFP®
Director of Business Development / Senior Financial Planner
Christopher Vassallo, CFP®
There are no team members that match that criteria.