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®
Abigail Bickings
Financial Planning Analyst
Abigail Bickings
Willie Black PHR®
Human Resources Specialist
Willie Black PHR®
Maggie Callahan
Financial Planning Analyst
Maggie Callahan
Jacob Carroll
Client Service Associate
Jacob Carroll
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™
Client Service Associate
Burke Donnelly, CPFA™
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®
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®
Cindy Kennedy
Office Coordinator
Cindy Kennedy
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
Creative Project Specialist
Sarah E. Levine
William G. Love, CFP®, RICP®, CPC
Senior Wealth Advisor, Certified Retirement Coach
William G. Love, CFP®, RICP®, CPC
Gavin Maurer
Associate Financial Planner
Gavin Maurer
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®
Associate Retirement Plan Consultant
Don Milligan, AIF®
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®
Molly E. Wentz, CFP®
Financial Planner
Molly E. Wentz, CFP®
Gregory J. Young, CAIA®, AIF®, MBA, ABFP™
Chief Investment Officer
Gregory J. Young, CAIA®, AIF®, MBA, ABFP™
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.

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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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