Todd is the Founder and Managing Director of RPA Financial (RPA) and is in his 34th year of serving retirement clients and advisors. Todd founded the retirement plan consulting firm in 2015 and provides consulting services on over $23 billion of retirement plan assets representing 295,000+ plan participants.[1] 

Todd and his team at RPA are on a mission to help clients be stewards by making informed decisions for plan improvement. RPA serves both financial advisors and retirement plan sponsors with processes and strategies that seek to optimize plan success and drive desired participant outcomes. Todd is the creator of the Diagnostic Profile Process, which focuses on five areas for plan improvement with curation and implementation of best practices. Todd holds the Certified Employee Benefits Specialist (CEBS) and Accredited Investment Fiduciary (AIF^®) designations. 

RPA also helps clients with Financial Wellness with a focus on equipping plan participants to improve their overall financial health. In the last few years, an RPA client won both a Pension & Investments Eddy Award and a Plan Sponsor Council of America (PSCA) Signature Award for financial education. RPA was recognized as one of 12 advisors as a leader in helping participant outcomes.  

Todd and his wife Kelly live in Charlotte, NC, and have three adult children. 

One of your favorite quotes: “Be a pragmatic optimist that prepares like a pessimist”

Coolest place you’ve ever been: Israel

What are the values that drive you? Being a steward

[1] As of December 31, 2021, Retirement Plan Analytics (“RPA”) and RPA Financial provide services for 672 plans and over 295,000 participants, representing a total of $23,368,193,097.00 in assets. This includes consulting services to clients that have assets of $17,558,173,024. As well as serving approximately $4,013,224,061 in discretionary institutional assets under advisement, comprised of qualified retirement assets where RPA Financial and RPA act as an ERISA 3(38) or discretionary investment manager, and approximately $1,796,796,012 in non-discretionary institutional assets under advisement, primarily comprised of ERISA qualified retirement plans where RPA Financial and RPA act as a 3(21) fiduciary.

Prior to joining RPA, Mary Jo was a leader at a major retirement plan recordkeeper where she managed the firm’s multi-billion dollar clients. Mary Jo is a lead consultant at RPA and focuses on serving large clients and mentoring other RPA consultants. She has been providing ideas and solutions to retirement plan committees for over 29 years. 

She specializes in helping retirement plan committees make informed decisions and improve outcomes by integrating the long-term goals of her clients. Mary Jo has a track record of helping committees implement strategies that optimize outcomes for plan participants through the use of sound governance practices. Mary Jo holds the Accredited Investment Fiduciary (AIF^®) designation.  

Mary Jo and her husband Bob live in Pittsburgh, PA, and have two sons and four grandchildren.  

What’s the best piece of advice you’ve ever been given? “Focus on what you can control.”

What are the values that drive you?  Curiosity, compassion, consultive, humor

Your proudest achievement: Our sons being great husbands and fathers

Curt is an investment advisory representative and is registered with RPA Financial and is on the 3(38) investment committee. He holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations. Curt earned his MBA in Management from Georgia State University in and his B.A. in Mathematics/Computer Science from Taylor University. Curt’s extensive experience includes being a Senior Partner in Investment Management for a large national RIA firm. This allows him to support advisors and clients with investment due diligence and large or complex investment situations.

Curt joined this large national RIA firm in 1986 and became a Principal in 1991. He served as a client manager for six years, working with financial planning and investment management clients throughout the southeast. As Director of Investment Research, Curt directed the firm’s fund and manager research, as well as the portfolio design functions. Curt serves on both an Investment Advisory Committee and the High Net Worth Investment Committee. He also handles relationship management and consulting duties for institutional accounts and mentors and provides analytical and investment management expertise to an internal Investment Team.

Curt lives in Atlanta with his wife, Nancy. They are the parents of two grown children.

Taylor joined RPA in July 2017 after starting his career at Vanguard as a Brokerage Investment Professional. Taylor’s focus at RPA, while serving as Client Services Specialist, includes providing support to assist with plan consulting, investment analytics, and fiduciary governance.

Taylor graduated from Liberty University with a degree in marketing. Taylor holds the Chartered Alternative Investment Analyst (CAIA®) designation, Certified Investment Management Analyst® (CIMA®) designation, Certified Plan Fiduciary Advisor (CPFA®) designation, and currently holds the Series 7 and Series 63 securities registrations through LPL Financial.

Outside of work, Taylor enjoys spending time with his wife Madison and golden retriever Polly, golfing, and traveling. 

Coolest place you’ve ever been: Martha’s Vineyard, MA

What are you currently reading?  Shoe Dog, Pioneering Portfolio Management, When Genius Failed

Your proudest achievement:  Earning the CAIA® and CIMA® designations

Before joining RPA in 2021, Jackie worked at a major recordkeeper for 13 years. Jackie is well-versed in fiduciary governance, recordkeeping operations, investment consulting, plan management, and participant engagement strategies. In her role as a Client Relationship Manager, she also provides support with fiduciary compliance, vendor searches, and plan transitions. Her expertise lies in client relationships, leading high-quality committee meetings, and helping clients make progress.

Jackie has obtained the Accredited Investment Fiduciary (AIF®) designation and currently holds her Series
7, and 63 securities registrations through LPL Financial.

Jackie is a Massachusetts native and currently resides in Greenville, NC, with her husband Bryan and three young boys. Bryan is on the East Carolina University football coaching staff.

Coolest place you’ve ever been: The Amalfi Coast

Would you rather know what you will be doing five years in the future or take life as it comes?  Rather know the future.

Your proudest achievement:  My three boys growing up to be kind, thoughtful people.

Craig has over 10 years of experience in the financial industry. Having spent time in a banking and an advisory role, the majority of his career has been dedicated to the retirement plan space, where he previously worked at a major recordkeeper. Craig joined the RPA team in 2021. As Director of Marketing at RPA, Craig supports the Ronald Blue Trust relationship in serving the firm’s clients and is the lead contact for all things involving the firm’s Fiduciary-Plus solution.  

Craig graduated from Colorado State University with an economics degree and has obtained his Series 6 and 63 securities registrations with LPL Financial and the Accredited Investment Fiduciary (AIF®) designation.  

Outside of work, Craig enjoys adventuring with his wife—whether in the great Colorado outdoors or abroad—spending time with family, friends, and their two pets, and attempts to find more golf balls than he loses when playing.

One of your favorite quotes: “There may be people who have more talent than you, but there’s no excuse for anyone to work harder than you do.”

Your proudest achievement:  Marrying my best friend.

What’s the most inspiring part of your job? Meeting with plan participants that want to better understand their financial picture.

Andrew started his financial career as a Financial Services Consultant with TIAA before joining RPA in April 2020. Andrew is passionate about helping employers and employees become stewards of their retirement plans by working with both retirement plan committees and individual participants. His favorite aspect of working at RPA is helping others and leading them to have an “Aha!” moment.

Andrew graduated from Liberty University with a degree in nursing. He worked as an ER nurse for three years before making a career change to finance. Andrew holds the CERTIFIED FINANCIAL PLANNER™ designation and Accredited Investment Fiduciary (AIF®) designation. 

When he is not working, Andrew likes spending time with his wife Amber, son Whittaker, and Goldendoodle Margaret. He enjoys golfing, skiing, fishing, and the Baltimore Ravens. 

Coolest place you’ve ever been: Either the Burg Eltz in Germany or the Arenal Volcano hot springs in Costa Rica.

What’s the best piece of advice you’ve ever been given? “Don’t make a happy baby happier!”

What would be your personal motto?  Every day when my mom would drop me off at school, she would tell me to “be good, be kind, and learn a lot”. I still try my best to do them even today.

Trey joined RPA in September 2018. Trey works in the firm’s Financial Wellness Department and conducts 1:1 meetings with plan participants. He also supports the consulting team at RPA with processes for committee meetings. Trey enjoys helping plan participants make sense of their financial world and make more informed financial decisions. 

Trey received his Bachelor’s Degree in Business Administration and Financial Planning from Liberty University. Trey holds the CERTIFIED FINANCIAL PLANNER™ designation and is an Accredited Investment Fiduciary (AIF®). 

Trey resides in Charlotte, NC, and enjoys surfing, golfing, and spending time with friends.

One of your favorite quotes: “Early is on time, on time is late, and late is never”

What are you currently reading? Advice That Sticks

What’s the most inspiring part of your job? Meeting with plan participants that want to better understand their financial picture.