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Delivering concierge services for retirement, tax, estate, insurance and investment planning.

About Us

Life and financial planning taken to a whole new level – Our experiences help our clients to delve deeper to identify their compelling vision for their future and create the financial foundation to achieve and enjoy it. We’re Life Transition Specialists who are passionate about helping you identify what is important in life to you and helping you build the financial foundation to enjoy it!

Joshua I. Kadish , AIF®, RFC
Partner

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Along with his partners at RPG, Josh Kadish has developed The LifePrint Advantage™, a proprietary, fee for servi... More »

Scott Loochtan , AIF®
Partner

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Scott Loochtan has spent the last 24 years educating his clients on the unique circumstances that affect Retiremen... More »

Nicole Mayer , AIF®, CDFA™, RFC
Partner

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Nicole Mayer has always had a desire to educate others.  Her passion for education and finance combined made her ... More »

Steven Kadish , JD
Director, Eldercare Division

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As RPG’s Director of Eldercare, Steve educates and advises clients through life transitions associated with subs... More »

Margene Shullaw
Concierge Manager

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As Concierge Manager, Margene works with our Life Transition Specialists and the rest of the Concierge team to mak... More »

George Vida, Jr.
Registered Representative

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With more than 25 years of experience in the financial services industry, George is committed to working closely w... More »

Birju Munshi
Client Concierge

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Birju Munshi is happy to be your Client Concierge! It's his job to make sure that your LifePrint™ Analysis, or f... More »

Dean Kartsimas
Client Concierge

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Dean Kartsimas is happy to be your Client Concierge. It’s his job to make sure your service requests are proce... More »

Nina Sineni
Client Experience Concierge

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Nina Sineni is your Client Experience Concierge, she works hard to make your experience at RPG unique and special.... More »