Broker Check

Meet the Team

Phil Loring, Jr

Sr Vice President



I have been in the industry since 1998, providing financial planning services to clients in numerous states. As Senior Vice President of RTI I look forward to introducing you to our practice and our team. We take a holistic approach to...
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Nicole Rivera

Administrative/Marketing Assistant



Meet Nicole Rivera, Nicole comes to us with 6 years of experience in the life/health/variable products industry. Her background also includes customer service, accounting, and finance. As the Administrative/Marketing Assistant for RTI...
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Brian Collins

Financial Advisor



Brian has been an advisor with Waddell & Reed since February of 2014. He is a graduate of the University of Northern Colorado with a B.S. in Business Administration, and an emphasis in Finance. At UNC, he found a love of investments...

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