Our Team

Chad is a Certified Financial Planner™, an independent Advisor Representative  and managing partner of Retirement Planning Specialists, Inc., a comprehensive financial planning firm, serving the specialized needs of retirees and pre-retirees.  Chad partnered with TD Ameritrade Institutional to provide the best in clearing and custody services.  His main focus is you, our client. With an attention to detail and a willingness to provide assistance, Chad reviews all areas of your financial plan.  Chad has over 25 years of experience in the financial services industry.   He continues to educate himself in an effort to help serve you better. Please feel free to contact Chad with any of your account needs.

Chris is an independent Advisor Representative and managing partner of Retirement Planning Specialists, Inc., a comprehensive financial planning firm, serving the specialized needs of retirees and pre-retirees.  Chris partnered with TD Ameritrade Institutional to provide the best in clearing and custody services. He is also licenced in Life, Health and Long Term Care Insurance.    His main focus is you, our client. With an attention to detail and a willingness to provide assistance, Chris reviews all areas of your financial plan.  He also has over 13 years of experience in the financial services industry.   He continues to educate himself in an effort to help serve you better. Please feel free to contact Chris anytime you need assistance.  

Heather has been with RPS since April of 2008 and is the client’s first contact at our office. With a strong background in customer service and sales, she is the point person for all new clients and handles account inquiries for current clients. As the Director of Operations & Trading, Heather is responsible for opening new accounts, client requests, account maintenance, transfers, distributions/contributions, and trades. She also prepares client reports, maintains client files and ensures that both Chad and Chris are organized and efficient.

Dana has been with Retirement Planning Specialists, since January 2007.  Her background has been in the travel industry and management. Dana operates as the office manager, and handles bookkeeping, technology, special client events, handling all vendor relationships and contracts, as well as scheduling client reviews. 

*Not registered with TD Ameritrade.