Kurt Larsen

Kurt Larsen

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 […]

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Kurt Larsen
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
Donald Rudd

Donald Rudd

Donald is a Client Service Associate at RTD Financial. 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 SEI Investments. Donald graduated from Nichols College with a Bachelor of […]

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Donald Rudd
Maryellen Vandegrift, AIF®, CRPS®

Maryellen Vandegrift, AIF®, CRPS®

As an 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. […]

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Maryellen Vandegrift, AIF®, CRPS®
Magdalena Delega

Magdalena Delega

Magdalena is a Client Service Coordinator, working primarily in RTD’s Cherry Hill office. As a Client Service Coordinator, she works directly with the Financial Planners in supporting client requests. She provides excellent customer service when answering the phones and works to schedule meetings quickly and accurately. She thrives in maintaining communication with clients and resolving […]

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Magdalena Delega
Kelly A. Young, FPQP™

Kelly A. Young, FPQP™

Kelly is a Senior Client Service Associate, working primarily out of our Cherry Hill office.  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 […]

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Kelly A. Young, FPQP™
Pearl Jakes

Pearl Jakes

Pearl Jakes is a Senior Client Service Coordinator at RTD Financial. In addition to welcoming clients and colleagues, Pearl assists with various administrative tasks, communicating with clients on a daily basis to schedule meetings and coordinate internal functions. Prior to working for RTD, Pearl spent fifteen years with Tiffany & Co. as a customer service […]

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Pearl Jakes
Latifa Cottman

Latifa Cottman

Latifa started her career at RTD on the client service team, scheduling client meetings, managing virtual document storage and processing quarterly investment reports. She is currently transitioning to the investment team, where her responsibilities include trading and rebalancing investment portfolios and managing liquidity accounts. Latifa graduated from Community College of Philadelphia with her associate’s degree […]

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Latifa Cottman
Christina Alvarez, FPQP™

Christina Alvarez, FPQP™

Christina is the Director of Client Services at RTD Financial. Christina joined the firm as Client Service Associate in April 2017. Her primary role is to work closely with the Financial Planners to help meet all client requests and inquiries while providing prompt first class service. Prior to joining RTD, Christina worked as a Client […]

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Christina Alvarez, FPQP™