Retirement Strategies Group
Consider Our Highly Credentialed Team an Extension of Yours
Whether it’s a consultation on a tough case or complex question, our highly experienced team is here to help your business thrive amid an ever-changing financial landscape.
Field Team
Available to speak at client seminars, attend meetings, or consult with you personally.
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Reed J. Lloyd
Assistant Vice President, RSG
CRC®, CRPS®
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Michael Bitton
Senior RSG Consultant
CFP®, CIMA®, CPWA®, CLU®, RICP®, MSFS®
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Michelle P. O'Haren
Senior RSG Consultant
JD, LLM, CPA, CFP®, RICP®
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James B. Schomburg
Senior RSG Consultant
JD, LLM
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Susan Wood
Senior RSG Consultant
JD, CFP®, RICP®, CRC®
Home-Office Team
Available to consult with you by phone or email.
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Caroline M. Elrod
Manager, RSG
JD, CLU®
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Steve Chmelka
Senior RSG Consultant
CRC®
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Jason Fajardo
RSG Design Representative
MBA
Learn from the Retirement Strategies Group
Not sure where to start? The team covers an expansive array of topics in retirement planning, regulatory news, and more. Explore content in the format that suits you best.
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