Meet the Team
Experienced professionals — including CFP® practitioners and CFA charterholders — dedicated to helping Big Three families retire with confidence.
Richard has spent decades helping autoworkers navigate the complexities of retirement planning. His book has become the definitive guide for Big Three employees facing pension decisions.
Read: “The Fulfillment Factor”
Steven specializes in helping clients understand the nuances of pension decisions and retirement income planning.
Read: “Pension vs. Lump Sum: Which One Is Better?”
Matthew focuses on comprehensive retirement planning, including healthcare transitions and long-term care strategies.
Read: “The Long Term Care Conversation”
Matt is passionate about tax-efficient retirement strategies, helping clients minimize their lifetime tax burden through strategic Roth conversions and distribution planning.
Read: “Two Reasons to Think Twice Before Rolling Over Your Ford, GM, or Stellantis 401(k)”
Mike brings institutional investment expertise to help clients understand market dynamics and build resilient portfolios.
Read: “The AI Trade: Profit or Peril?”
Bepin brings deep expertise in portfolio construction and risk management, translating complex market dynamics into actionable insights for retirees.
Read: “How Do Interest Rates Impact My Ford/GM Pension Lump Sum?”
Brendan Best
CFP®
Financial Advisor
Brendan works closely with clients to develop personalized financial plans that align with their unique goals and circumstances.
Read: “Financial Designations Explained”
Kristi Hardy
B3R Concierge
Kristi is here to help make your experience with B3R simple, smooth, and stress-free. She ensures every client interaction is seamless from start to finish.
Ready to Start Your Retirement Journey?
Schedule a complimentary call to discuss your specific situation with one of our CFP® professionals.
Schedule a Call