Gavin Maurer is a Financial Planning Analyst at RTD Financial. He enjoys working with clients throughout different phases of their lives to provide life centered financial planning. In considering a career, Gavin was looking to blend his analytical thinking with his passion for helping people achieve their goals. After transferring to Temple with an Associate […]
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 […]
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 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 […]
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 […]
Garret is an 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 […]
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 […]
Christopher Vassallo is Vice President of Client Development and a Senior Financial Planner at RTD Financial. Chris ensures clients are partnered with the right advisor and that all advisors maintain the proper capacity to serve clients at their fullest potential. Chris specializes in working with physicians, 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 […]
Jeff Weiand is Chairman and CEO of RTD Financial. In addition to this honored role, Jeff is passionate about understanding what is most important in the lives of his clients. Jeff’s greatest strength is listening and then tailoring advice to help clients make smart financial decisions – in essence, delivering a roadmap that inspires clients […]