Richard Shrier is the principal of Shrier Associates, LLC in Clinton, MA, holding the ChFC® and Series 63 designations with 22 years of industry experience. He has been self-employed since 2002 and has been associated with Shrier Associates since 1988. Shrier serves as vice-chair of the Investment Committee and as a board member for the Union for Reform Judaism, and he is also a board director and member of the Investment Committee for the Reform Pension Board. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a long-term, tailored investment approach using strategic asset allocation with low-cost mutual funds and ETFs, supplemented by other vehicles, and offers both discretionary and non-discretionary portfolio management.

Isaac Pino is a financial advisor at Shrier Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Huckleberry Capital Management and Redwood Valuation Partners, LLC. Outside of financial advising, he serves as CFO of Fern Leaf Interactive, a software company focused on using climate data for community resilience planning. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm uses a long-term, tailored investment approach with strategic asset allocation centered on low-cost mutual funds and ETFs, supplemented by other vehicles as appropriate.

Robert Tamkin is a financial advisor at Shrier Associates, LLC with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with Shrier Associates since 2002 and has operated a sole proprietorship offering life, health, and related insurance product sales and advisory services since 1980. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a primarily long-term investment approach tailored to client objectives, utilizing low-cost mutual funds and ETFs, supplemented with other vehicles as appropriate, along with ongoing monitoring and optional tax-loss harvesting.