McMahon & Associates

Advisors

Richard R Mc Mahon

Richard R Mc Mahon

CFP®, BFA, APMA®, ChFC®, CLU®

Private Wealth Advisor

Managing Director
Visit Richard R Mc Mahon's website

Team

Joanna Plage

Joanna Plage

Registered Client Service Associate,

Chartered Retirement Planning Counselor℠

Qualifications

  • Joanna has worked with Rick McMahon's advisory practice since 1997.
  • Education: Bachelor of Science degree in Business Administration from the University of Connecticut
  • Professional Designations: Chartered Retirement Planning Counselor™
  • Industry Registrations: FINRA Series 7 (General Securities Representative), NASAA Series 65 (Uniform Investment Adviser Law Exam), NASAA Series 63 (Uniform Securities Agent Sate Law Exam)
  • Insurance Registrations: CT Life & Health license
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