As a Senior Client Service Associate with the Employer Retirement Plan team at RTD Financial, Burke primarily works with plan participants to assist with Plan questions and focuses on employee education and engagement. Before RTD Financial, Burke graduated from the Honors College at Rutgers-Camden with a dual degree in Political Science and Philosophy, and a […]
Kurt is a Client Service Associate with RTD Financial. He has a keen eye for detail and always advocates for his clients. Kurt studied finance at university and enjoys keeping up to date with financial news and developments. Kurt brings years of financial services experience to RTD. After graduating from Quinnipiac University with a major […]
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 […]
Donald is a Senior Client Service Associate at RTD Financial. Donald joined the firm in this role in April 2021. His primary role is to work closely with the Financial Planners to help meet all client requests and inquiries in a timely manner. Prior to joining RTD, Donald worked as a Senior Operations Analyst at […]
As Associate Retirement Plan Consultant, Maryellen enjoys working directly with plan sponsors, participants, and partners to develop an intimate understanding of a company’s individual Retirement Plan needs. Maryellen is involved from the beginning of the set-up process and works closely with all parties on an ongoing basis, ensuring a smooth experience and consistent service. Maryellen […]
Magdalena serves as our Operations Project Specialist, playing a key role in supporting Financial Planners and ensuring a seamless client experience. She excels in delivering exceptional client service, whether answering calls or coordinating meetings with speed and precision. Magdalena is dedicated to maintaining clear, proactive communication with clients and resolving issues efficiently. In addition to […]
Kelly is a Senior Client Service Associate at RTD Financial. As a Certified Financial Paraplanner Qualified Professional (FPQP), she is a key support member of the financial planning team. Kelly works closely with RTD’s Financial Planners to build positive relationships with her clients. Her responsibilities include opening new accounts, transferring existing accounts, cash requests and account […]
Christina Alvarez is the Director of Client Services and a Senior Client Service Associate at RTD Financial. In her leadership role, she oversees and mentors the client service team, ensuring the delivery of prompt, personalized, and high-quality support. Christina also partners closely with the firm’s Financial Planners to fulfill client requests and uphold RTD’s commitment […]