Our Advisors

Richard Kasher's gray hair (what is left) and his 30+ years of experience as a business leader, tax advisor and financial adviser to individuals and retirement plans allows him to be the head honcho of our group.  He is smart, engaging and committeed to understanding client needs.  Rich believes in the study and implementation of fiduciary process and is not only an Accredited Investment Fiduciary (AIF) but also an Accredited Investment Fiducairy Analyst (AIFA).     

Brandi Ruffalo is our resident finance nerd (University of Chicago Grad) who has allowed Rich to spend the last 25 years teaching her normal person speak.  Brandi advises individual clients and serves as the lead advisor in our retirement plans practice.  She joined Rich for both the AIF And the AIFA and even got to fly a World War II Fighter Plane when she finshed those credentials.  

Stephen Kasher (yes he is Rich's kid) has worked as an advisor in the practice for 14 years.  He is the backbone of the operations and works in some capacity with all of the practice clients.  Stephen has particulary strong knowledge of all annutiy products and alternative product offerings.