RISA - Key Persons

Hello, I'm Alex, and welcome to our site! Bio pages tend to be a bit boring so I will try and mix it up a bit for your reading pleasure. Here goes… I graduated from George Washington University with a doctorate in Clinical Psychology. During this time, I focused my research efforts on psychometrics (fancy way of saying "I worked on surveys") and was a research fellow for the National Institutes of Health. I created a questionnaire to assess how your health beliefs affect how you utilize medical services. It was well-received and set me up for an academic career. Upon graduating, my research interests evolved to investments, and I sought a formal career in the financial industry. Staying true to my scientist-practitioner mindset, I joined McLean Asset Management and was able to publish a number of articles, and one went on to win a fancy award too! I also founded a financial planning software company to better serve the industry and our underlying clients. Never one to sit still for very long, I became extremely disillusioned by the lack of assessment tools used in our profession that can help individuals determine their best path for retirement success. (This, by the way, is the largest understatement on this site.)

Job Titles:

• Founder and Chief Solutions Officer of Endeavor Retirement

Bonnie is the founder and Chief Solutions Officer of Endeavor Retirement, where she counsels retirement plan advisors on governance and how to run compliant retirement plans.

Job Titles:

• Founder and Chief Executive Officer of DPL Financial Partners

David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, as well as technology-driven product discovery tools and education, for Registered Investment Advisors (RIAs) and individual investors.

Elizabeth recently graduated from Manhattan College with a B.S. in Business Administration. Post graduation she has had the opportunity to work with incredible people from different industries with a focus on Marketing, Social Media, and CRM Management.

John is Head of Broadridge Fi360 Solutions, Broadridge's fiduciary education and technology business. In this role, he's responsible for strategy and leading day to day operations.

Job Titles:

• Intention.Ly Co - Founder

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry.

Maggie's career began in education as an elementary school teacher and evolved as she became a school counselor and therapist, taking part in various projects to help improve the local community. She would serve the Boston and Miami-Dade Public Schools Systems for 26 years in these roles. She leverages all that she's learned through those experiences and is now enjoying working with financial professionals from all over the nation and linking them with the RISA so that they may help clients achieve the retirements they truly deserve in their older years.

Job Titles:

• President, Orion Wealth Management

Ryan Beach serves as President, Orion Wealth Management. Ryan is dedicated to creating solutions for complex problems, and advocates for a great experience across Orion for clients as well as team members.

Tim has a wealth of experience over his 20 year career that spans from Electronic Engineering to the cutting edge of Cloud Architecture and Enterprise App Development. Thus everything from building the physical chips to designing and deploying critical applications across every major cloud infrastructure.

Trevor has over 18 years designing and building software, ranging from large enterprises to small start-ups (3 of which were successfully acquired). His roles has shifted through the years, from UI / UX Design, to Project Management and Product Management, to Director of Product, responsible for building and growing businesses.

Wade is a one-man think tank. Wade's retirement income framework was the base that helped me build out the RISA®. He is the Professor of Retirement Income at The American College of Financial Services, a higher education institution for financial planners. He leads the curriculum for their Retirement Income Certified Professional designation (RICP®). He is also a partner with me at McLean Asset Management and Retirement Researcher. He earned a Ph.D. in economics from Princeton University in 2003 and became a CFA charter holder in 2011. Wade regularly publishes his research on retirement income topics in leading peer-reviewed practitioner-based financial planning research journals. He has won several awards, including: