Davis J. Rieman, Jr, a Certified Financial Planner^®, holds a Series 7 & Series 24 Securities Registration and is an Investment Advisor Representative with Osaic Wealth Inc. He also holds a Life / Health / Property Casualty Insurance license in NJ, NY, and several other states. Davis has been working with Business Owners and other high-net-worth individuals since 1987 with their Investment, Retirement, Employee Benefit, & Insurance needs. Davis also works with families on their overall Financial Planning, including College Education funding and Asset Allocation. Davis is a Fairleigh Dickinson College graduate earning a BS degree in Business Management. He earned his Certified Financial Planner® certification in 1992.

Davis' hobbies consist of deep-sea fishing and golf. Davis is also an avid Motorsport Enthusiast, actively raced in Club Racing (racing a BMW M3), the BMWCCA, PCA & SCCA, which allows him to assist other Motorsport Enthusiasts with their Life Insurance & Disability needs. 

Risk Wealth Retirement Advisors, LLC is a Financial Services Practice, headed by Davis J. Rieman, Jr., CFP^(R). We partner with some of the best companies in the financial services industry, such as Osaic Wealth Inc., EPIC (Edgewood Partners Insurance Cooperative), and other Insurance, Actuary & Investment firms. We are licensed in many states and have clients all over the country. These financial relationships allow us to help offer our clients the best of service, coverage, and products, without any proprietary constraint. Please feel free to contact Davis at djrieman@OsaicWealth.comof

Michelle Meyers is our Office Manager & Service Solutions Coordinator. Michelle holds a NJ Life & Health License, Series 7 Securities Registration. 

Jim's specialty is working with individuals & new families on establishing Investment programs. Jim works with me on helping clients who may fall below my Investment minimums or other requirements.

Jill B. Cooper, CFP®, CLU®, ChFC®

Jill is a graduate of The George Washington University with a B.S. in Finance.  She earned her Certified Financial Planner™ designation from the College of Financial Planning and both the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College. 

Jill has over 30 years of industry experience, beginning her career at the Bank of New York and then at Goldman Sachs as a credit analyst. Jill started her financial services career at MetLife and Lincoln Financial Advisors as a Registered Representative and Insurance Broker.

Jill joined our team in early 2001, allowing her to work as an independent financial advisor and Investment Advisor Representative. She was president and has been active in many organizations, including the Passaic Bergen Association of Insurance and Financial Advisors.  She has been awarded the National Quality Award and the Life Underwriter of the Year Award.

Jill's expertise is in the following areas:

https://jcooper.yournextphase.com/np2019/homepage.jsp

• Business and employee benefit planning
• Wealth management and financial planning
• Retirement planning
• Insurance planning
• Long-Term Care & Disability Income