With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

James M Richardson

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James M Richardson Visit James M Richardson's website

Becky Tolbert

CRPC, APMA, AAMS, AWMA℠

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Becky Tolbert Visit Becky Tolbert's website

Timothy Rutt

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Timothy Rutt Visit Timothy Rutt's website

William A Bagby

Financial Advisor

Associate Vice President of Richardson Private Wealth Advisors
Learn more about William A Bagby Visit William A Bagby's website


Our team

Marlene Schneider, CRPC

Marlene Schneider, CRPC

Financial Planning Analyst

Qualifications

  • Designation: CRPC
  • Series 7 and 66 Licenses
  • Life, Health and Variable Annuity License
  • Medicare Supplement and Long Term Care License
  • Bloomsburg University of Pennsylvania

Roles & Responsibilities

  • Financial Statement Analysis & Reporting
  • Financial Product Application Development, Review, & Status Management
  • Equity & Fixed Income Trade Production
  • Client On-Boarding Assistance
  • Client Concierge Assistance
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Brenda Peruso

Brenda Peruso

Client Concierge

Roles & Responsibilities

  • Centralized point of contact between clients and advisory team
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