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