Richards, Meli & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Scott Richards

Scott Richards

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Scott Richards's website
Stephen T Meli

Stephen T Meli

CFP®, CRPC®, ChFC®

Private Wealth Advisor

Visit Stephen T Meli's website
John D Lentz

John D Lentz

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit John D Lentz's website
Alan Shannon-Breslin

Alan Shannon-Breslin

CPA, CFP®

Financial Advisor

Visit Alan Shannon-Breslin's website
Anthony Barber

Anthony Barber

CRPC®

Financial Advisor

Financial Planning Specialist
Visit Anthony Barber's website
Mary Zwarych

Mary Zwarych

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mary Zwarych's website

Team

Erica L. Spiegel

Erica L. Spiegel

Business Development Manager

Iris I Butz

Iris I Butz

Business Development Manager

Elizabeth Holdridge

Elizabeth Holdridge

Client Service Coordinator

Gina Novak

Gina Novak

Client Service Specialist

Beth A. Weeks

Beth A. Weeks

Client Service Specialist

Shelley Fraker

Shelley Fraker

Paraplanner,

Client Service Specialist
Sally Kammetler

Sally Kammetler

Client Service Specialist

Geordan Vincent

Geordan Vincent

Financial Planning Assistant