Our business and passion is people and their financial well-being. Therefore, in the pursuit of our
goals, we will conduct ourselves in accordance with the following important values:
- Our clients always come first.
- Integrity matters.
- Assisting our clients in the attainment of their financial objectives is our most worthy enterprise.
- We must communicate with our clients clearly and frequently.
- Our investments and services must be of superior quality.
- Teamwork is fundamental to sustaining a quality work environment and providing outstanding client service.
- Continuing education is necessary to maintain the timeliness of investment knowledge, tax law information, and financial planning techniques.
- Innovation is crucial.
- We must give back to the communities in which we live and work.
In other words, excelling in our industry requires us to work hard by providing exceptional service to our clients, each other, and our community.
RETIREMENT WELL PLANNED.
President – Retirement & Investment Group, LLC
Financial Advisor, LPL Financial
As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor℠, Tom Quirk has been assisting clients with their retirement and distribution planning needs since 1994. He is an instructor for the Maryland State pre-retirement program and has published financial planning articles in the Senior Digest and the Baltimore Business Journal.
Tom is an active member and past vice president of the Catonsville Chamber of Commerce. He has served on the Board of Directors for the Community College of Baltimore County Foundation. He has also been active in the Oak Crest Community Association, serving as president and treasurer in prior years. Tom also serves as both the chairman of the Baltimore County Council and the Baltimore County Spending Affordability Committee. In his spare time, Tom enjoys hiking in Patapsco Park and spending time with his family in Oella.
CFP Board of Standards, Inc., CERTIFIED FINANCIAL PLANNER™
College for Financial Planning, Chartered Retirement Planning Counselor℠
Boston University, Financial Planning Certification
McDaniel College, B.A., Economics, Business Administration, Political Science
Series 7 – General Securities License
Series 9 & 10 – General Securities Sales Supervisor
Series 63 – Uniform Securities Agent License
Series 65 – Uniform Investment Adviser License
Life and Health Insurance Licenses
Director of Client Relations
For more than 25 years, Pam Smith has been a business growth and customer relationship specialist, dedicated to executing target operating plans that streamline operations, increase sales, and improve customer satisfaction and employee retention.
After working with businesses from a variety of industries, including technology, customer loyalty programs, advertising, transition services, and healthcare, she now applies her combined administrative, operations, sales, and CRM expertise to her work with clients at the Retirement and Investment Group.
Pam is an expert sales information technology, performance management, customer service standards & training, multi-unit management, team leadership & performance, and account management. Along the way, she has obtained the following professional certifications: Development Dimensions International Leadership Development & Assessment, Front-line Leadership, Professional Coaching Skills, Interview & Selection Training: When Only the Best Will Do!, and Professional Selling Skills.
She has managed sales teams for CORT Business Services, a Berkshire Hathaway Company, Entertainment Publications, Roper Industries, and co-founded an IT outsourcing company, JustRight Technology, with her husband. Pam earned her B.A. from the University of Delaware, where she was an Academic All-American Field Hockey Player. Pam, along with her husband and two sons, is an active resident of Catonsville.
Britni has been an excellent addition to the Retirement and Investment Group team. She has brought exceptional organizational & planning skills, strong attention to detail, analytical & problem-solving abilities, multi-tasking expertise and proficiency in technology.
Besides working at the Retirement & Investment Group, Britni has held volunteer positions with organizations in her local community of Lansdowne. As a United States Army wife for the past twelve years, Britni understands commitment, service and integrity. She demonstrates these values daily through her dedication to her career and conscientious work ethic. She lives in Lansdowne with her husband, son and daughter and enjoys traveling with her family and reading.
Administrative and Operational Assistant
Serena Ortega started with Retirement and Investment Group in May of 2019. She works remotely in New York City as Virtual Administrative Assistant and provides assistance and support on administrative and operational tasks. Serena has been working at LPL Financial since December of 2012 and has extensive knowledge on back office policies, procedures, systems and operations.
Prior to joining LPL Financial, Serena was enlisted and served eight years in the United States Air Force
Dedicated HealthPlanOne Agent for All of Your Medicare Needs.
Dedicated Agent with HealthPlanOne
877-581-5373 x 106
Paula is a Senior Licensed Agent, licensed in 41 states and specializing in Medicare products, including Medicare Advantage, Medicare Supplement and Medicare Prescription Drug plans. She has been selling Medicare products for over ten years and has helped thousands of people navigate the many options available across all types of Medicare products. Her mission is to understand the specific needs of each of her clients to find the right Medicare plan that is best for the client. Paula is also familiar with group retiree coverage and can help clients decide whether remaining in a group retiree plan or purchasing an individual Medicare plan is the best option.
Paula Walker is a Dedicated Agent with HealthPlanOne and not affiliated with Retirement & Investment Group, LLC or LPL Financial.