Anthony comes to R-Tech Advisors, Inc. with a depth of business acumen, having worked for several years in the financial service industry. Specializing in retirement planning, Anthony’s consulting activities are focused on assisting his clients with preparation of their investment policy statement, selection of mutual funds, controlling overall expenses and maximizing retirement plan asset values.
Anthony graduated in 1985 from the University of Southern California, with a B.S. from the school of Business Administration and completed specialized training in the prestigious Entrepreneur Program. He holds series 6, 63, 66 & 7 licenses and is also licensed to sell health and life insurance.
*Registered Representative of, and Securities offered and sold through Financial West Group. Member NASD/SIPC/MSRB
Joseph Tobin
After receiving his law degree and a Master of Laws degree from the University of Miami in 1986, Joe decided to pass on the traditional practice of law and went to work for Kientz/Alexander & Alexander, a Colunbus property and caualty carrier. His position as an advanced marketing consultant allowed him to assist producers on complicated insurance cases and financial product placement.
After a short stint with an insurance company, Joe decided to test the waters as a producer himself and moved to
California where he joined Dodge Warren and Peters a local property and Caualty carrier. There he started their financial service division and sold retirement plans, life insurance and investment products.
In 1987, Joe opened his own office in Culver City where he offers retirement and financial planning services to various corporate and individual clients.
Besides the two law degrees, Joe holds a series 7 and 24 securities license and is able to sell in all 50 states. He has a resident California insurance license as well as various non-resident state licenses.
Edward A. Hollett
Ed.Hollett has worked in the Insurance and Financial Services industry for 23 years.
His work experience has been focused primarily in the area of employee benefits,
group health and self funding. Mr. Hollett is also a licensed life, health, and variable
securities agent in California. He received his Bachelor of Science in Finance from the University of the State of New York.
Rich Schuette – Senior Advisor
Rich comes to R-Tech Advisors from the financial services industry where he co-founded an upstart Broker/Dealer. Rich has done extensive high-end planning for business executives, company plans (qualified and non-qualified), and high net worth individuals. In addition to his general securities and life insurance licenses, Rich holds a securities principal license and has knowledge with sophisticated financial planning software.
Joan Colvin Director of Marketing
Joan joins R-Tech Advisors as our Director of Marketing bringing over 10 years of experience in working with both large and small companies helping to develop marketing campaigns as well as addressing company productivity issues. Joan’s value added services have earned her several honors and much recognition from the companies she has worked with. Her understanding of companies needs has proved to be a very valuable asset in bringing viable solutions to the table.
