Who We Are
Our plan specialists are dedicated to ensuring you receive the time and attention you deserve.
At The Retirement Group, we believe businesses can make saving for retirement, for both the owner and the staff, a feasible, affordable, and fulfilling endeavor. Our plan specialists design and implement retirement plans for small to mid-sized companies and sole proprietorships.
Meet Our Team
Rick Beam
Heather Tavolaro, QKC, QKA, CBS
Heather Tavolaro, QKC, QKA, CBS
President
Heather Tavolaro, QKC, QKA, CBS
Heather Tavolaro, QKC, QKA, CBS
Heather Tavolaro, QKC, QKA, CBS
Chief Operating Officer
Darlene Sgarlato
Heather Tavolaro, QKC, QKA, CBS
Darlene Sgarlato
Accounting Manager
Anita Biunno
Heather Tavolaro, QKC, QKA, CBS
Darlene Sgarlato
Plan Compliance Manager
Nancy Gallagher
Gabriel Da Costa
Gabriel Da Costa
National Accounts
Gabriel Da Costa
Gabriel Da Costa
Gabriel Da Costa
Senior Retirement
Plan Specialist
Janet Wolcott
Gabriel Da Costa
Joette Calvacca
Senior Retirement
Plan Specialist
Joette Calvacca
Gabriel Da Costa
Joette Calvacca
Senior Retirement
Plan Administrator
Sue Beam
Sue Beam
Sue Beam
Retirement Plan Administrator