Carl has over 25 years of financial services experience and at Retirement Plan Consulting Group he is focused on assisting our clients implement and manage successful Retirement programs for participants. Carl has extensive experience assisting plan sponsors with their Fiduciary obligations, Plan Design assistance, investment consulting and structuring education programs for companies. 

Prior to joining RPCG, Carl was an Investment Advisor at JP Morgan Chase where he assisted high net-worth clients with wealth planning. Carl graduated from New York University with a BS in Finance and holds an Accredited Investment Fiduciary designation (AIF).

Carl resides in West Islip with his wife & two children. He enjoys golfing and spending time with his family boating on the South Shore of Long Island.

As a seasoned financial advisor with the Retirement Plan Consulting Group at Wells Fargo Advisors Financial Network, I specialize in two key areas:  crafting personalized wealth management strategies for individuals to help secure financial futures and providing expert retirement Plan consulting for businesses focusing on ERISA compliance and fiduciary responsibility.  Leveraging investment stewardship, I guide individuals, families, and plan sponsors in navigating the complexities of financial strategies with confidence.  My credentials as an Accredited Investment Fiduciary (AIF) and Qualified Plan Financial Consultant (QPFC) reflect my commitment to delivering tailored, result driven solutions in both areas of my practice.

Based in Huntington, NY I am connected to the NY Metro area’s vibrant community, supporting the American Foundation for Suicide Prevention and Alzheimer’s Association of Long Island.  Outside of work, you will find me enjoying family time, playing tennis or golf, and exploring local dining and entertainment.

Tim has over 20 years of financial services experience and at Retirement Plan Consulting Group he is focused on business development, client management and conducting investment research for plan sponsor clients. Tim has strong experience in asset management, investment analysis, portfolio theory and capital markets.

Prior to joining RPCG, Tim was an SVP at Natixis Investment Managers where he focused on defined contribution institutional sales and relationship management. Tim received a B.A. from Providence College in Social Sciences, with concentrations in Economics, Psychology and Sociology. He holds his Certified Investment Management Analyst (CIMA) designation, Accredited Investment Fiduciary (AIF) designation, CERTIFIED FINANCIAL PLANNER® designation and is a member of the Investment Management Consultants Association (IMCA). Tim also serves as Treasurer on the Board of Trustees at The Bridges Academy, a private elementary-middle school on Long Island.

Tim resides in Brightwaters, NY with his wife and three children. He enjoys spending time with his family at the beach, cooking, sports, and music.
 
*Investments & Wealth Institute is the owner of the certification marks  "CIMA" and "Certified Investment Management Analyst"  Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully satisfied the Institutes initial and ongoing credentialing requirements for investment management professionals.

My passion as a member of the Retirement Plan Consulting Group stems from my desire to combine my interest in capital markets and the economy to help clients reach their financial goals and objectives.  Our team mission, as your trusted financial partner, is to simplify the complex and bring understanding and guidance to financial decisions.

This allows clients to have confidence, clarity and focus on their families and legacies. In our journey together we will prioritize communication, trust, transparency, and service. These are the key driving principles clients enjoy as we deliver personalized wealth planning. We listen to what clients have to say, educating them on their options, and always aiming to meet and exceed their expectations.

Along the way our team will strive to leverage our experience, education and expertise to continually adjust the planning process to an ever-evolving market dynamic and life’s circumstances. What sets us apart is our consultative approach and our eMoney planning process. We employ our depth of knowledge across multiple financial disciplines to reach clients’ desired outcomes. I personally pride myself on our ability not only to work with our clients but also their heirs to ensure wealth is managed generationally and preserved. We welcome the opportunity to speak further and see if working together makes sense.

Patricia “Pat” Zangre is a highly experienced Senior Client Associate with a passion for delivering top-notch service and support to our valued clients. With over 35 years of dedication to the financial services industry, she has provided our clients with the highest level of care and attention. 

Pat’s commitment to our clients' financial well-being goes beyond transactions; it's about building trust and confidence in every interaction. Pat understands that our client’s financial success is our priority, and she is dedicated to assisting our clients at every step. 

Pat resides in Ronkonkoma, New York and enjoys spending time with her husband, children and of course, her grandchildren.

Linda Guzman is a dedicated professional with 14 years of experience in the financial services industry. Her career began in banking in 2010, where she quickly rose to the position of Relationship Manager, collaborating closely with financial advisors. In 2023, Linda transitioned to the wealth management sector, where she continues to excel in her role as a Registered Client Services Associate.

Throughout her career, Linda has been recognized for her exceptional performance, earning the 2019 Leadership Club Award and the 2020 Employee Recognition Award from HSBC. These accolades reflect her commitment to excellence and her ability to build strong relationships with clients and colleagues alike.

Linda is passionate about her work because it offers her the opportunity to continuously learn and grow. She enjoys building relationships and listening to the experiences of others, which enriches her both personally and professionally. Her favorite aspect of her job is helping others, whether it's through simplifying a client's day or providing support to her team.

Outside of work, Linda is a devoted mother to her 13-year-old daughter, who competes on the USAG gymnastics team, keeping them busy with travel and training. Linda also prioritizes her health and fitness, staying active with daily gym sessions, spinning, running, and playing soccer every Sunday.