Where people come first and retirement is priority one

WE CONSIDER OURSELVES PIONEERS in the retirement plan market and always endeavor to be on the leading edge. Our ideas and tools have inspired quality service and expectations for our clients.

We have set high standards for advisors who work with plan sponsors, individuals and families. Recognizing that our product is our people, we strive to hire the best talent in the industry and then create a culture where best practices can thrive.

But as important as this commitment is, we place an even higher priority on something even more significant – serving our clients with integrity, accountability and a dedication to providing exceptional value and an extraordinary experience.

A highly experienced team dedicated to best-in-class standards

Our team is made up of highly experienced retirement planning professionals, relationship managers and client service specialists who are impassioned to provide individuals and institutions with the highest degree of financial counsel and attentive service.

The entire team collaborates and works together, sharing knowledge and bringing individual expertise and perspectives to addressing the needs of our clients. Many team members have been with us for years, some since the very start of their careers. In fact, the average tenure of team members exceeds 18 years of service.


Managing Director // Partner, NRS Branch Owner // Financial Advisor, RJFS
SVP, Finance & Operations // Partner, NRS Branch Owner // Financial Advisor, RJFS
SVP, Relationship Management // Partner, NRS Branch Owner // Financial Advisor, RJFS
Senior Relationship Manager, NRS Financial Advisor, RJFS
Senior Relationship Manager, NRS Financial Advisor, RJFS
SVP, Wealth Management, NRS Branch Manager, RJFS
Financial Advisor, RJFS
Financial Advisor, RJFS
Financial Advisor, RJFS
Vice President, NRS Financial Advisor, RJFS
Director, Strategic Development, NRS Financial Advisor, RJFS
Operations Manager, NRS Registered Client Associate, RJFS
Relationship Manager, NRS Registered Client Associate, RJFS
Client Service Associate