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
- Steven Thompson*
- 100 Beaver Creek Blvd Suite 228
- Avon, CO 81620
- Licensed in: AZ, CA, CO, FL, HI, KS, NE, OR, TN, TX, VA, WA, WY
- P 970.949.6225
- F 970.748.3049
- E [email protected]
- Read Bio
Connecticut
- Scott R. Burbank, CLU®, ChFC®
- 129 South Mill Drive
- South Glastonbury, CT 06073
- Licensed in: AL, CT, FL, ME, MA, MS, NH, TN, VT
- P 860.756.6429
- F 860.563.1073
- E [email protected]
- Read Bio
Illinois
- Dan Davis, CLU®, ChFC®
- 29 E. Madison St., Suite 500
- Chicago, IL 60602
- Licensed in: FL, IL, IN, MI, OK
- P 312.701.1100, ext. 233
- F 312.701.1105
- E [email protected]
- Read Bio
- David A. Holler
- 29 E. Madison St., Suite 500
- Chicago, IL 60602
- Licensed in: CO, FL, IL, IN
- P 312.701.1100, ext. 234
- F 312.701.1105
- E [email protected]
- Read Bio
- Jeff Casto
- 2328 E. Lincoln Hwy #150
- New Lenox, IL 60451
- Licensed in: AZ, CO, FL, IL, IN, NC, OH, TN, TX, WI
- P 708.478.7570
- F 708.570.0370
- E [email protected]
- Read Bio
- Peggy L. Elliott*, ChFC®
- 1412 Broadway
- Highland, IL 62249
- Licensed in: CA, CO, FL, IL, KY, MI, MO, NJ, NC, OH, TX
- P 618.651.9800, ext. 23
- F 618.651.9805
- E [email protected]
- Read Bio
- 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
- Thomas Ciesla, CFP®, EA
- 21331 S. Redwood Lane
- Shorewood, IL 60404
- Licensed in: AZ, DE, FL, IL, IN, NC, OH, SC, TN, WI
- P 815.729.9600
- F 815.729.1892
- E [email protected]
- Read Bio
Kansas
- Debra L. Anton, MBA
- 230 N Roosevelt Street
- Wichita, KS 67208
- Licensed in: AZ, KS, OK
- P 316.210.5049
- F 316.684.8380
- E [email protected]
- Read Bio
Louisiana
- 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
- James Ray, AIF®, CRC®
- 4736 W. Napoleon Avenue Suite 101
- Metairie, LA 70001
- Licensed in: AR, FL, LA, MS, NC, OH, TX
- P 504.454.6457
- F 504.454.6457
- E [email protected]
- Read Bio
- Jeanne Badeaux-Carnline
- 1104 Royce Dr.
- Alexandria, LA 71303
- Licensed in: FL, LA, PA, TX
- P 318.449.4965
- F 318.449.1308
- E [email protected]
- Read Bio
- Duncan Pray
- 4736 W. Napoleon Avenue Suite 101
- Metairie, LA 7001
- Licensed in: LA
- P 504.252.2155
- F 504.454.6457
- E [email protected]
- Read Bio
Michigan
- Eric Mitchell
- 50515 Plaza Dr.
- Macomb, MI 48042
- Licensed in: AK, AZ, CA, FL, GA, MI, MS, NC, OH, TX
- P 248.982.4203
- F 586.741.8600
- E [email protected]
- Read Bio
- Jamilah Brown
- 1001 Catalpa Drive
- Royal Oak, MI 48067
- Licensed in: CA, FL, MI, TX
- P 248.640.9801
- F 248.548.5755
- E [email protected]
- Read Bio
- Joe Hilliard
- 14150 County Road 428
- Newberry, MI 49868
- Licensed in: MI, NC, WI
- P 906.293.4933; toll-free 888.426.7098
- F 906.293.3316
- E [email protected]
- Read Bio
- Randy Nelson
- 984 Glenhill Drive
- Northville, MI 48167
- Licensed in: FL, MI, MS, OH
- P 248.347.4563; 734.674.0002 (cell)
- F 248.349.7851
- E [email protected]
- Read Bio
- Tim Rozelle
- P.O. Box 98
- Comstock Park, MI 49321
- Licensed in: FL, MI, OK
- P 616.647.9932
- F 616.647.9932
- E [email protected]
- Read Bio
- Matthew Martin, CFP®
- 217 S. Center Street
- Northville, MI 48167
- Licensed in: AZ, FL, IN, MI, MN, MT, SC, TN, VA, WI
- P 248.767.3828
- F 248.573.0483
- E [email protected]
- Read Bio
Missouri
- Dan Harden, CFP®, ChFC®
- 1 Mid Rivers Mall Drive Suite #358
- St. Peters, MO 63376
- Licensed in: IL, MO
- P 636.278.5457
- E [email protected]
- Read Bio
- Cori Tinker
- 3121 Emerald Lane, Suite 500
- Jefferson City, MO 65109
- Licensed in: MO
- P 312.701.1100 x269
- F 573.659.7734
- E [email protected]
- Read Bio
- Brett Pendleton
- 3121 Emerald Lane, Suite 500
- Jefferson City, MO 65109
- Licensed in: AL, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, ME, MD, MA, MI, MO, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VT, VA, WA, WI
- P 573.659.4443, ext. 1303
- F 573.659.7734
- E [email protected]
- Read Bio
- Charles (Andy) Trachsel, CFA®, CPA
- 1 Mid Rivers Mall Drive Suite #358
- St. Peters, MO 63376
- Licensed in: AZ, AR, FL, GA, IL, MD, MO, NM, TN
- P 636.278.5457
- F 636.278.2844
- E [email protected]
- Read Bio
- Jim Ladlie
- 1 Mid Rivers Mall Drive Suite #358
- St. Peters, MO 63376
- Licensed in: IL, MI, MO, NC, OR, SD, TX, WI
- P 636.278.5457
- F 636.278.2844
- E [email protected]
- Read Bio
- Michael Allen
- 500 SW Market St. Ste E
- Lee's Summit, MO 64063
- Licensed in: FL, IA, KS, MI, MO, TX
- P 816.686.4685
- E [email protected]
- Read Bio
- Ed Tritschler
- 1 Mid Rivers Mall Drive Suite #358
- St. Peters, MO 63376
- Licensed in: AL, AR, KY, MN, MO, OK, TN
- P 636.278.5457
- E [email protected]
- Read Bio
New Jersey
- Thomas Clooney
- 2 Marty Lane
- Egg Harbor Township, NJ 08234
- Licensed in: DE, MD, NJ, PA, VA
- P 855.772.2344
- E [email protected]
- Read Bio
Ohio
- Shannon Davis
- 223 Walden Ridge Drive
- Hinckley, OH 44233
- Licensed in: CO, OH
- P 312.701.1100, ext. 265
- E [email protected]
- Read Bio
- Phil Holstrom, MBA
- 7547 Fairwayglen Drive
- Cincinnati, OH 452248
- Licensed in: IL, IN, KY, OH
- P 312.701.1100, ext. 267
- E [email protected]
- Read Bio
Wisconsin
- Angel Tullar, CFP®
- 3618 Ridge Drive, Suite 150
- Janesville, WI 53548
- Licensed in: AZ, IL, IA, NM, NC, OH, RI, WI
- P 608.531.0190
- F 608.531.0192
- E [email protected]
- Read Bio
- Daniel P. Dodd, CFP®, AIF®
- 3618 Ridge Drive, Suite 150
- Janesville, WI 53548
- Licensed in: AZ, FL, IL, IA, NV, NM, NY, SC, TX, WI
- P 608.531.0190
- F 608.531.0192
- E [email protected]
- Read Bio
- 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
*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 is a partial owner of Retirement Plan Advisors, LLC.