About Us

  • Meet Tom QuirkCFP®, CRPC®, CRC®

    Tom Quirk

    CFP®, CRPC®, CRC®

  • Meet David WeaverCFA®

    David Weaver

    CFA®

  • Meet Serena Ortega

    Serena Ortega

  • Meet Tracy McCartin

    Tracy McCartin

  • Meet Britni Sparks

    Britni Sparks

  • Meet Heather Philliber

    Heather Philliber

  • Meet Ben Capka

    Ben Capka

  • Meet Pete Kriscumas

    Pete Kriscumas

Retirement & Investment Group Affiliated Financial Advisors

Our Mission

Our business and passion is people and their financial well-being. Therefore, in the pursuit of our
goals, we will conduct ourselves in accordance with the following important values:

  • Our clients always come first
  • Deliver the highest level of service with integrity
  • Communicate clearly and timely
  • Invest wisely, with a keen focus on client objectives
  • Apply innovative processes
  • Continuing education is essential to our success in an ever-changing world
  • Create a work environment that nurtures teamwork and personal growth
  • Give back to the communities in which we live and work

In other words, excelling in our industry requires us to work hard by providing exceptional service to our clients, each other, and our community.

Why Retirement & Investment Group?

Retirement & Investment Group clients enjoy personal, attentive service. But they also get Wall Street-level experience and clout, to the ultimate benefit of their financial growth and security.

In our role as your financial advisor, Retirement & Investment Group is a fiduciary, which means we are obligated to put your best interests ahead of our own. Unlike many advisors, we do not make commissions from any transactions we execute on your behalf. Our clients pay a fee based on the assets we manage for them. There are no hidden ways that we make money. The bottom line is: When you do well, we do well.

Wall Street resources at your service

Retirement & Investment Group clients own more than $500 million in investments. That puts us in the top 1% or ‘Summit’ class of the 22,000 financial professionals at LPL, our independent broker/dealer and custodian of our client accounts. Our elite status with LPL gives us direct access to their people and resources from the CEO on down. We enjoy similar status with JP Morgan Chase, putting a wealth of research and advisory services at the disposal of our clients — the type of resources typically enjoyed only by clients with much larger portfolios.

Key facts about Retirement & Investment Group

Founded: 1994

Client investments: $500,000,000+*

Clients: 400+

Average portfolio: $800,000-$1,200,000

Client geography: 28 states

*More than $400m in advisory assets and over $100m in brokerage assets.

Start the Conversation

Let’s start the conversation around your lifestyle, aspirations, and realities, which will inform the development of an investment strategy designed to take the lowest level of risk necessary to meet your retirement goals.

Please fill out this quick contact form and we will be in touch: