Andrew Frustaci is a Financial Planning Analyst at RTD Financial and is passionate about helping clients reach their financial goals and achieve peace of mind. Andrew discovered his passion for financial planning at Temple University in Philadelphia, where he completed the CFP® Board’s Financial Planning program. Graduating in December 2024, Andrew holds bachelor’s degrees in […]
Gavin Maurer is an Associate Financial Planner who works with individuals and families to help them navigate and understand complex tax and income planning concepts. Gavin’s journey into financial planning started with a desire to use his creative and analytical thinking skills to make a difference in people’s lives. At RTD, he has made that […]
Maxine is an Associate Financial Planner at RTD Financial. Prior to joining the RTD team, Maxine was a Financial Planning Analyst at WMS Partners in Maryland, where she worked directly with clients of high net worth, supporting business owners and families with generational wealth. Since joining RTD, Maxine has obtained her CFP® designation. During college, […]
Medgine always knew that she had a passion for helping others but didn’t always know how she could make a career from it. Early in her college studies, she was exposed to the world of finance and financial planning, and from there, things began to fall into place. Growing up in Haiti and later moving […]
After transferring to Virginia Tech, Abby didn’t know which direction to go in. She pursued biology, and then mathematics, but couldn’t seem to find the right fit. In considering her interests, Abby recognized she enjoyed working with numbers and was always motivated to help others. With the help of a close advisor, she found her […]
Stephen Horstmann is a Financial Planner at RTD Financial and a member of RTD’s Tax Planning Committee. Prior to joining the RTD team in 2022, Stephen was a Wealth Advisor at BlueSky Wealth Advisors in North Carolina where he worked directly with clients of all types, from business owners and young accumulators to those making […]
Molly is a Financial Planner with RTD Financial. She enjoys working with a range of clients, from young families just starting out to couples nearing retirement. Molly uses her curiosity and attention to detail to help guide clients through the various areas of financial planning and assist them in achieving their financial goals. Molly joined […]
Garret is a Financial Planner at RTD Financial, where he uses over a decade of experience to help clients organize their financial affairs in a way that best supports their values and vision for their future. Whether it’s a family navigating life’s seen and unforeseen twists and turns, or a non-profit member organization expanding the […]
Bill is a Shareholder, Senior Wealth Advisor and Director of Professional Development with more than 25 years of experience, who has helped many of his clients transition to a successful retirement. Bill focuses on his clients’ complete retirement picture, both financial and non-financial. He has helped clients find answers and solutions to the following questions: […]
Brent is a shareholder of RTD Financial, serving as the Director of Financial Planning Standards and a Senior Financial Planner. Growing up, Brent excelled in two things: solving math problems and developing relationships. When trying to determine what career to pursue, his college advisors suggested financial planning; it was a perfect match! Brent is extremely […]