Maxine Shevlin

Maxine Shevlin

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. During college, Maxine’s internships sparked her interest in relationship building and […]

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Maxine Shevlin
Medgine S. Saint-Fort

Medgine S. Saint-Fort

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 […]

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Medgine S. Saint-Fort
Abigail Bickings

Abigail Bickings

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 […]

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Abigail Bickings
Stephen Horstmann, CFP®

Stephen Horstmann, CFP®

Stephen Horstmann is an Associate Financial Planner at RTD Financial.  Prior to joining the RTD team, 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 the transition into retirement.  Stephen looks at the client-planner […]

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Stephen Horstmann, CFP®
Jadah Riley

Jadah Riley

Jadah Riley is an Associate Financial Planner who enjoys helping clients build their brightest financial futures, while achieving meaningful life goals! She enjoys helping families prepare to leave a legacy for future generations, while helping the next generation create a solid financial foundation. Jadah earned her BA in Communication & Information and a BA in […]

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Jadah Riley
Molly E. Wentz, CFP®

Molly E. Wentz, CFP®

Molly is an Associate 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 […]

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Molly E. Wentz, CFP®
Garret Desjardins, CFP®

Garret Desjardins, CFP®

Garret is a Financial Planner at RTD Financial. Prior to joining RTD, Garret was a Wealth Management Consultant at Compass Financial Solutions in Bucks County, where he worked directly with clients, from onboarding and plan design, to implementation and ongoing service. As the son of small business owners, Garret’s dedication to client service is a […]

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Garret Desjardins, CFP®
William G. Love, CFP®, RICP®, Certified Retirement Coach, CPC

William G. Love, CFP®, RICP®, Certified Retirement Coach, CPC

Bill is a Senior Financial Planner with more than 20 years of experience, who has helped many of his client’s transition to a successful retirement. Bill focuses on his client’s complete retirement picture, both Financial and Non-Financial. He has helped clients find answers and solutions to the following questions: Financial: When can I retire? How […]

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William G. Love, CFP®, RICP®, Certified Retirement Coach, CPC
Christopher Vassallo, CFP®

Christopher Vassallo, CFP®

Christopher Vassallo is Director of Strategic Partnerships and a Senior Financial Planner at RTD Financial. Chris ensures clients are partnered with the right advisor and that all advisors maintain proper capacity to serve clients at their fullest potential. Chris specializes in working with business owners, young families, multi-generational wealth, and those nearing or in retirement. He helps clients prioritize their goals and values, organize their financial life, and create an actionable plan for […]

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Christopher Vassallo, CFP®
Jeff A. Weiand, CFP®, AIF®

Jeff A. Weiand, CFP®, AIF®

Jeff Weiand is passionate about understanding what is most important in the lives of his clients. Jeff’s greatest strength is tailoring advice to help clients make smart financial decisions – in essence, delivering a roadmap to efficiently guide them toward living their best life with the resources they have. Experience Beyond the Classroom Over the […]

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Jeff A. Weiand, CFP®, AIF®