Financial Investment and Retirement Managers

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Financial Investment and Retirement Managers
Team photo for Financial Investment and Retirement Managers

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Advisors

Rick Ochterbeck

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rick Ochterbeck's website

Chris Black

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Chris Black's website


Team

Debbie Stefanucci

Client Service Associate