Richards, Meli & Associates

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Mary Zwarych

Mary Zwarych

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mary Zwarych's website
Stephen T Meli

Stephen T Meli

CFP®, CRPC®, ChFC®

Private Wealth Advisor

Visit Stephen T Meli's website
Scott Richards

Scott Richards

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Scott Richards's website
Alan Shannon-Breslin

Alan Shannon-Breslin

CPA, CFP®

Financial Advisor

Visit Alan Shannon-Breslin's website
John D Lentz

John D Lentz

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit John D Lentz's website
H J Cook

H J Cook

CFP®

Financial Advisor

Visit H J Cook's website
Anthony Barber

Anthony Barber

CRPC®

Financial Advisor

Financial Planning Specialist
Visit Anthony Barber's website

Team

Iris Butz

Iris Butz

Business Development Manager

Erica Spiegel

Erica Spiegel

Business Development Manager

Elizabeth Holdridge

Elizabeth Holdridge

Client Service Coordinator

Shelley Fraker

Shelley Fraker

Paraplanner

Sally Kammetler

Sally Kammetler

Client Service Specialist

Beth Ann Weeks

Beth Ann Weeks

Client Service Specialist

Gina Novak

Gina Novak

Client Service Specialist