Retirement Transition Advisors

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.


Richard Devlin

Richard Devlin


Financial Advisor

Vice President
Visit Richard Devlin's website


Mickey Schroeder

Mickey Schroeder

Registered Client Service Associate,

Practice Manager


  • Series 7, 63, 65
  • Insurance licensed
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