Richard M. Shrier CLU, ChFC

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 from his clients. He has earned the loyalty and respect of his clients by helping them achieve their financial goals and ensuring that their money lasts their lifetime or beyond.

Rick's career began in 1980 in the financial services industry. Since then, he has become a Registered Investment Advisor (RIA) and is committed to the fiduciary responsibility of putting his clients' needs ahead of the firm's.

He specializes in helping individuals and families preserve and grow their assets, increase income, and reduce tax liability. Rick has a passion for building low-cost investment strategies that have a high probability of meeting his client's lifetime goals and aspirations.

In addition to his professional expertise, Rick is an active member of his community. He has served as a President and Board Member of Congregation B’nai Shalom of Westborough, MA, has been a member of the Investment Committee and Board of Trustees of the Union for Reform Judaism and Trustee of the Reform Pension Board.

Rick holds an AB in Economics from Connecticut College, and he has earned both the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College in Bryn Mawr, PA. He is also a Licensed Life Insurance Advisor.

With his experience, expertise, and commitment to his clients' success, Rick Shrier is an outstanding choice for anyone seeking personalized financial advice and guidance.

In addition to his professional accomplishments and community involvement, Rick Shrier is also a devoted family man and active participant in pickleball, his favorite sport. He is married to Yonok “Oak” Shrier, and has three children and three grandchildren. Rick splits his time between Clinton, MA, and Asheville, NC, where he enjoys spending time with his wife Oak.

Rick is an avid pickleball player and can often be found playing in local and national tournaments. As a competitive athlete, he brings the same drive, dedication, and discipline to his work as a financial advisor, always striving to be the best and achieve the most for his clients.

Whether he's on the court or in the boardroom, Rick Shrier is a proven winner, and his clients can count on him to provide the same level of commitment, focus, and excellence that he brings to every aspect of his life.

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 Investment Advisor (RIA) and is committed to the fiduciary responsibility of putting his clients' needs ahead of the firm's.

Bob holds an Masters of Science in Management degree and he has earned both the Chartered Life Underwriter and Chartered Financial Consultant designations, all from The American College in Bryn Mawr, PA. He is also a Licensed Life Insurance Advisor and holds life insurance Producer and Life Settlement Broker licenses.

Bob is a long-time resident of Milton, MA. He is a former board member of the Friends of the Blue Hills and has served as president of the Hillside Neighborhood Association. Bob practices yoga, and enjoys nature, taking frequent walks in the Blue Hills reservation.

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 size or sophistication - can benefit from clarity, transparency, and an advisor who will improve their financial IQ

Isaac spent his early career as a forensic CPA at Deloitte, a public accounting firm. After a handful of years, he switched gears and dove headfirst into the investment industry at The Motley Fool. 

For avid stock-pickers, The Motley Fool headquarters is like a visit to Wimbledon for tennis fans, except the dress code is much different (less whites, more t-shirts and flip flops). The enthusiasm for investing is palpable inside the company's walls; the reverence for investing greats like Warren Buffett and Charlie Munger is almost cult-like. 

At The Motley Fool, Isaac led a research team that covered roughly 40% of the S&P 500 companies. He published over 1,000 investing articles on Fool.com and appeared as an industry expert on outlets including CNBC, Fox Business, and Nightly Business Report. 

Ultimately, Isaac knew he wanted to work directly with people to manage their investments. This desire led him to run a family investment office and ultimately to his position today as a respected investment advisor. 

Isaac received his Bachelors and Masters of Accountancy from the University of Oklahoma. He is an avid Sooner football fan and a licensed CPA. He lives with his wife, Rawson, in Asheville, NC where they are ardent supporters of the UNCA Bulldogs basketball team. He coaches youth basketball at Asheville Catholic School. He, Rawson, and his two kids spend the rest of their free time playing tennis, pickleball, basketball, volleyball, and other sports that involve chasing, swatting, or swooshing a ball.