Director of Marketing
Rhea is our marketing lead and is responsible for the design, creation and implementation of our marketing projects. With her entrepreneurial background, Rhea is passionate about assisting with the growth of the firm while at the same time creating processes to ensure continued planning and servicing for our clients. She supports strong communication with our clients with our social media account, emails and mailers. Rhea also provides support in coordinating our informational retirement offerings for pre-retirees, including dinner workshops, our conference exhibitions and our client events. Rhea understands our company’s passion for informing pre-retirees and retirees about retirement, and her marketing position gives her the opportunity to reach out to help as many individuals and families as we can.