Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Richard M. Shrier CLU, ChFC
Founder/Managing Director
Rick Shrier is a respected financial advisor with over four decades of experience in the industry. As the founder and principal of Shrier Associates LLC, Rick's philosophy is to work with his clients to make money together, rather than...
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Isaac Pino CPA
Isaac has worked in the financial services industry for fifteen years. In this time, he’s served clients ranging from individuals to family investment offices to operating companies. Isaac recognizes that every client - no matter the...
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Robert B. Tamkin CLU, ChFC
Bob is a respected financial advisor with over four decades of experience in the industry. He joined Shrier Associates LLC, in 2002.Bob began his financial services industry career in 1980. Since then, he has become a Registered...
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