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Our advisors

Richard R Mc Mahon

CFP®, BFA, APMA®, ChFC®, CLU®, CFS®

Private Wealth Advisor

Learn more about Richard R Mc Mahon Visit Richard R Mc Mahon's website


Our team

Joanna Plage, CRPC™

Joanna Plage, CRPC™

Practice Manager

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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Brennan McMahon, CRPC™, APMA®

Brennan McMahon, CRPC™, APMA®

Paraplanner

Qualifications

    • Accredited Portfolio Management Advisor™
    • Chartered Retirement Planning Counselor™
    • Behavioral Financial Advisor™
    • FINRA Series 7
    • NASAA Series 66
    • CT Life & Health License
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