The Retirement Corporation of America

Our People

AboutUs-PeopleInset2Our Team is organized around four cornerstones which form the foundation for each client family relationship.

The Four Cornerstones:
• Excellence: Constantly striving to achieve and replicate financial success

• Independence: Representing our client families — not product sponsors
• Accountability: Easy-to-understand reporting of your portfolio results
• Education: Continuous learning to help our clients become informed delegators

Our Team

Daniel C. Kiley
, CFP® — President: Biography

Lionel Bey
— Director of Portfolio Management and Research: Biography

Nick Brandt
, CFA, CFP® — Senior Portfolio Management Associate : Biography

Steven J. Dufek
— Senior Portfolio Manager: Biography

Christopher F. Kiley
, CFP®, CRPS® — Vice President: Biography

Beth Schlehr
— Chief Operating Officer : Biography

Paula Serger -
Director of Operations: Biography

Jemma Tennant
— Client Care Associate : Biography

Diane Hulls — Chief Compliance Officer : Biography