RASCORP - Key Persons
Liz Lobaccaro has been at retirement advisory services corp for four years, assisting clients in achieving their investment and savings goals. She works with individual clients and employer-sponsored retirement plans. What... Read more
Elliott has lead rascorp since its inception in 1977 by providing the overall strategic direction for the company, with concentration toward both financial and relationship management. He continues to work directly with our clients to customize solutions for their unique needs, with a specific aptitude for bringing real-world examples and best practices to the table.
Elliott is a Temple University graduate who majored in accounting with a B.S. degree in Business Administration. He began his career in the 1970's and has been securities and insurance registered ever since. He is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and is a registered representative with Osaic Wealth, Inc.
Elliott is an avid golfer, is a past president of Meadowlands Country Club, and has also been recognized as an Israel Bond Honoree.
Job Titles:
- Client Service Associate
- Financial Services Account Assistant
Kelly Thomas is an accomplished financial services account assistant with over 20 years of experience in the industry. For the past decade, she has been an integral part of our team at retirement advisory services corp, where she has developed a reputation for excellence in client service and attention to detail. She is known for her ability to build strong relationships with clients, and her ability to work effectively under pressure. Her professionalism and dedication have earned her the respect and admiration of her colleagues and clients alike.
Her extensive experience in the financial services industry has been honed through working with some of the most respected firms in the field, including The Vanguard Group, Smith Barney, and Penn Mutual.
Kelly has a Masters of Education in Business Education from Temple University. She spends her free time with her family.
With over 25 years experience in the financial services industry, Matt fully embraces the comprehensive financial planning process and seeks to provide solid, professional advice on ways to work toward a client's financial goals. He takes an active role in educating clients about matters concerning retirement, tax advantaged investing and advanced estate planning. His goal is to deliver professional wealth management through sound advice; helping to create value, focus and understanding. Once a plan is implemented, a timely review and update is consistent with his investment process.
Matt attended C.W. Post, Long Island University where he concentrated his studies on Finance. He currently holds the following registrations: Series 7, ,31, 63, 65, / Life Insurance / Fixed Annuity / Variable annuities licenses.
Matt is an avid ice hockey player and also enjoys the occasional round of golf. He and his wife Amy currently live in Middle Village with their children Zoey and Brody.
Pat brings over 40 years of experience in the financial service industry to the operational, risk management, and personnel development aspects of the company. She prides herself on her technical expertise in the entire qualified plan arena including personal retirement planning, defined contribution and pension plan design and consulting. She diligently provides personalized attention to our clients. She has been integral in creating the systems and processes needed to deliver an excellent client experience.
Pat holds a degree in Business Administration. She is a Chartered Retirement Plan Specialist (CRPS), a Certified Fund Specialist (CFS), a Certified Annuity Specialist (CAS), a Certified Income Specialist (CIS), and a Qualified Plan Financial Consultant (QPFC). Along with these designations, she is a Registered Principal with Osaic Wealth, Inc. and holds the following securities registrations: Series 6, 7, 65, 63, 24, 53. She is insurance licensed and a Notary Public.