Face-to-Face Retirement Planning

Your RPA financial advisor will meet with you in-person to help you plan for retirement. And will continue to meet with you year after year, even after you retire.

RPA provides financial planning and investment advisory services to public sector employees and their families.

Talk to us about:

  • Ongoing Retirement Plan Review
  • Financial Planning
  • Mutual Fund Investing
  • Annuities
  • Education Funding: Coverdell and 529 Plans
  • Individual Retirement Plan Accounts (IRAs)
  • Insurance

Find the RPA Financial Advisor nearest you.

Colorado

Team Member
  • Steven Thompson*
  • 100 Beaver Creek Blvd Suite 228
  • Avon, CO 81620
  • Licensed in: AZ, CA, CO, FL, NY, TX, VA, WA, WY
  • P 970.949.6225
  • F 970.748.3049
  • E [email protected]
  • Read Bio

Connecticut

Team Member
  • Scott R. Burbank, CLU®, ChFC®
  • 37 Drummer Lane
  • Wethersfield, CT 06109
  • Licensed in: AL, CT, FL, MA, NH, VT
  • P 860.756.6429
  • F 860.563.1073
  • E [email protected]
  • Read Bio

Illinois

Team Member
  • Dan Davis, CLU®, ChFC®
  • 105 W. Adams Suite 2175
  • Chicago, IL 60603
  • Licensed in: FL, IL, IN, MI, MN, OK, TN
  • P 312.701.1100, ext. 233
  • F 312.701.1105
  • E [email protected]
  • Read Bio
Team Member
  • David A. Holler
  • 105 W. Adams Suite 2175
  • Chicago, IL 60603
  • Licensed in: CO, FL, IL, IN
  • P 312.701.1100, ext. 234
  • F 312.701.1105
  • E [email protected]
  • Read Bio
Team Member
  • Jeff Casto
  • 2328 E. Lincoln Hwy #150
  • New Lenox, IL 60451
  • Licensed in: CA, CO, FL, IL, IN, OH, TN, TX, WI
  • P 708.478.7570
  • F 708.570.0370
  • E [email protected]
  • Read Bio
Team Member
  • Peggy L. Elliott*, ChFC®
  • 1412 Broadway
  • Highland, IL 62249
  • Licensed in: CA, CO, FL, IL, KY, MI, MO, NC, TX
  • P 618.651.9800, ext. 23
  • F 618.651.9805
  • E [email protected]
  • Read Bio
Team Member
  • Robert S. (Bob) Miller*
  • 205 W. Wacker Drive Suite 1750
  • Chicago, IL 60606
  • Licensed in: IL
  • P 312.419.8484, ext. 202
  • F 312.419.8487
  • E [email protected]
  • Read Bio
Team Member
  • Thomas Ciesla, CFP®, EA
  • 21331 S. Redwood Lane
  • Shorewood, IL 60404
  • Licensed in: AZ, FL, IL, IN, NV, NC, OH, OR, SC, TN
  • P 815.729.9600
  • F 815.729.1892
  • E [email protected]
  • Read Bio
Team Member
  • Ryan Nietert*
  • 820 W. Jackson Blvd, Suite 805
  • Chicago, IL 60607
  • Licensed in: AK, AZ, AR, CO, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, OH, PA, SC, TN, TX, WI
  • P 312.525.8793
  • E [email protected]
  • Read Bio

Kansas

Team Member
  • Debra L. Anton, MBA
  • 230 N Roosevelt Street
  • Wichita, KS 67208
  • Licensed in: KS, OK
  • P 316.210.5049
  • F 316.684.8380
  • E [email protected]
  • Read Bio

Louisiana

Team Member
  • Edna Delphin, MBA
  • 910 Pierremont Rd. Suite 410
  • Shreveport, LA 71106
  • Licensed in: LA, TX
  • P 318.861.8401
  • F 318.861.8402
  • E [email protected]
  • Read Bio
Team Member
  • James Ray, CRC®, AIF
  • 4736 W. Napoleon Avenue Suite 101
  • Metairie, LA 70001
  • Licensed in: AR, LA, MS, NC, OH, TX
  • P 504.454.6457
  • F 504.454.6457
  • E [email protected]
  • Read Bio
Team Member
  • Janice Ray
  • 4736 W. Napoleon Avenue Suite 101
  • Metairie, LA 70001
  • Licensed in: LA
  • P 504.454.6457
  • F 504.454.6457
  • E [email protected]
  • Read Bio
Team Member
  • Jeanne Badeaux-Carnline
  • 1104 Royce Dr.
  • Alexandria, LA 71303
  • Licensed in: LA
  • P 318.449.4965
  • F 318.449.1308
  • E [email protected]
  • Read Bio

Massachusetts

Team Member

Michigan

Team Member
  • Eric Mitchell
  • 50515 Plaza Dr.
  • Macomb, MI 48042
  • Licensed in: AK, AZ, FL, MA, MI, MT
  • P 248.982.4203
  • F 586.741.8600
  • E [email protected]
  • Read Bio
Team Member
Team Member
  • Jamilah Brown
  • 1001 Catalpa Drive
  • Royal Oak, MI 48067
  • Licensed in: FL, IL, MI, TX
  • P 248.640.9801
  • F 248.548.5755
  • E [email protected]
  • Read Bio
Team Member
  • Joe Hilliard
  • 14150 County Road 428
  • Newberry, MI 49868
  • Licensed in: MI, NC
  • P 906.293.4933; toll-free 888.426.7098
  • F 906.293.3316
  • E [email protected]
  • Read Bio
Team Member
  • Mark R. Mitchell, CRC®, CFP®
  • 331 E. Lake Street
  • South Lyon, MI 48178
  • Licensed in: AZ, AR, CA, CO, FL, GA, IL, IN, MD, MI, MS, MT, NH, OH, SC, TN
  • P 734.421.2212
  • F 248.486.6637
  • E [email protected]
  • Read Bio
Team Member
  • Randy Nelson
  • 984 Glenhill
  • Northville, MI 48167
  • Licensed in: MI, MS, OH
  • P 248.347.4563; 734.674.0002 (cell)
  • F 248.349.7851
  • E [email protected]
  • Read Bio
Team Member
Team Member
  • Matthew Martin, CFP®, Certified Financial Planner™
  • 217 S. Center Street
  • Northville, MI 48167
  • Licensed in: FL, IN, MI, MN, SC, VA, WI
  • P 248.767.3828
  • F 248.573.0483
  • E [email protected]
  • Read Bio

Missouri

Team Member
  • Brett Pendleton
  • 3121 Emerald Lane, Suite 500
  • Jefferson City, MO 65109
  • Licensed in: AL, AZ, AR, CA, CO, DE, FL, GA, IL, IN, KS, MD, MA, MI, MO, NY, OK, PA, TN, TX, VT, WA, WI
  • P 573.659.4443, ext. 1303
  • F 573.659.7734
  • E [email protected]
  • Read Bio
Team Member
  • Charles (Andy) Trachsel, CPA
  • 1 Mid Rivers Mall Drive Suite #358
  • St. Peters, MO 63376
  • Licensed in: AZ, FL, IL, MO, NM, OH, TN
  • P 636.278.5457
  • F 636.278.2844
  • E [email protected]
  • Read Bio
Team Member
  • Fred Bryant
  • 2884 S. Farm Road 219
  • Rogersville, MO 65742
  • Licensed in: AR, MO, OH
  • P 417.425.1712
  • F 417.887.8924
  • E [email protected]
  • Read Bio
Team Member
  • Jim Ladlie
  • 1 Mid Rivers Mall Drive Suite #358
  • St. Peters, MO 63376
  • Licensed in: IL, MO, OR, SD, VA, WI
  • P 636.278.5457
  • F 636.278.2844
  • E [email protected]
  • Read Bio
Team Member
  • Colin Day, MBA, CRC®
  • 1 Mid Rivers Mall Drive Suite #358
  • St. Peters, MO 63376
  • Licensed in: IL, MO
  • P 636.278.5457
  • F 636.278.2844
  • E [email protected]
  • Read Bio
Team Member
  • Michael Allen
  • 500 SW Market St. Ste E
  • Lee's Summit, MO 64063
  • Licensed in: IA, KS, MI, MO, TX
  • P 816.686.4685
  • E [email protected]
  • Read Bio
Team Member
  • Cori Tinker
  • 1 Mid Rivers Mall Drive Suite #358
  • St. Peters, MO 63376
  • Licensed in: MO
  • P 636.278.5457
  • F 636.278.2844
  • E [email protected]
  • Read Bio

New Jersey

Team Member

Wisconsin

Team Member
  • Angel Tullar, CFP®
  • 3618 Ridge Drive, Suite 150
  • Janesville, WI 53548
  • Licensed in: AZ, IA, WI
  • P 608.531.0190
  • F 608.531.0192
  • E [email protected]
  • Read Bio
Team Member
  • Daniel P. Dodd, CFP®, AIF®
  • 3618 Ridge Drive, Suite 150
  • Janesville, WI 53548
  • Licensed in: AZ, FL, IL, NV, NY, SC, WI
  • P 608.531.0190
  • F 608.531.0192
  • E [email protected]
  • Read Bio
Team Member
  • Deb Fitzgerald
  • 3618 Ridge Drive, Suite 150
  • Janesville, WI 53548
  • Licensed in: WI
  • P 608.531.0190
  • F 608.531.0192
  • E [email protected]
  • Read Bio
Team Member
  • Thomas Russell
  • 3618 Ridge Drive, Suite 150
  • Janesville, WI 53548
  • Licensed in: IL, WI
  • P 608.531.0190
  • F 608.531.0192
  • E [email protected]
  • Read Bio

*Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC | Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser | Cambridge and Retirement Plan Advisors, LLC, are not affiliated