PARTNERING FOR SUCCESS


Retirement Strategies is dedicated to making it easy for you to help clients prepare for a secure, rewarding retirement.



Meet THE Team

Duncan McGuffie

Regional Vice President
IBD - Great Lakes Region

Email:

Mark Stoma

Internal Wholesaler

Email:

Office:

215-784-8775

Patrick Broderick

Internal Wholesaler
NW Ohio & S. Ohio

Email:

Office:

(215) 784-8779

Glenn Kelly

Regional Sales Operations Manager

Email:

Office:

215-784-8393

Christopher Rawson Evans

Internal Wholesaler

Email:

Lauren Betlinski

Case Manager

Email:

Office:

215-658-6717

Helene Silano

Case Manager

Email:

Office:

215-658-6599

Iris Quinones

Case Manager

Email:

Office:

215-658-6649

Ana Yaque

Case Manager

Email:

Office:

215-658-6935

Jamie Snell

Case Manager

Email:

Office:

215-658-6806

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