Joanne’s tenure with Retirement Planning Specialists began in 1998. Prior to joining RPS, she was team leader in the Treasury Department of a full-service financial institution for more than 20 years.
Originally hired to maintain the company database and assist with ad-hoc projects, Joanne assumed significantly more responsibility when the firm became an independent RIA. In addition to maintaining our new CRM system, she is responsible for all outgoing correspondence, assists clients with service requests, and generates reports and spreadsheets for senior management.
Joanne currently resides in Willow Grove with her husband, Richard. They have two daughters and two grandchildren. In her free time, Joanne enjoys crossword and jigsaw puzzles, gardening and summer weekends in the Poconos with her family.
Email Joanne at JNoel@retire-yes.com.
Jackie joined Retirement Planning Specialists as our Bookkeeper in January of 2012. Her responsibilities include Accounts Payable/ Accounts Receivable, payroll and benefits administration.
After many years in the food service industry, Jackie decided it was time for a change. So she went back to school, studying business and accounting. Balancing a full time job with school and the demands of raising three children was not an easy task, but she believes it was one of the best decisions that she ever made. Prior to joining RPS, she worked for a large corporation as an accounting/administrative assistant.
Born and raised in Northeast Philadelphia, Jackie now resides in the suburbs of Montgomery County. She enjoys reading, spending time with her family and spoiling her grandchildren.
Email Jackie at JMcColgan@retire-yes.com.
As the newest member of Retirement Planning Specialists, Janet joined the firm in September 2014 as our receptionist.
A graduate of St. Hubert’s, Janet attended Penn State Abington as a communications major prior to moving cross country to fulfill her dream of living in California. Returning to Philadelphia in 2012, Janet is continuing her education at Penn State, working towards her Bachelor’s degree in public relations and advertising.
When not working or studying, Janet enjoys baking, playing with her Boston Terrier, Tank, and traveling with her boyfriend, Brian.
E-mail Janet at JSzczesny@retire-yes.com.