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Tom Quirk CFP®, CRPC®, CRC®
Tom Quirk CFP®, CRPC®, CRC®
Retirement & Investment Group, LLC, President
LPL Financial Advisor
tomquirk@retirementandinvestment.comSince 1994, Tom has been focused on helping individuals and families pursue financial independence and confidence through education, planning, and investment management. He concentrates on creating individual plans that address the unique situations for each client in all stages of their retirement planning.
He is a CERTIFIED FINANCIAL PLANNERTM professional, Chartered Retirement Planning CounselorSM, and Certified Retirement Counselor®. Tom was named to the Forbes Best-In-State Wealth Advisor list for 2023*. Also, 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 a lifelong resident of Maryland. He currently lives in Oella (between Catonsville and Ellicott City) with his family. When not working Tom enjoys hiking in the parks, reading Barron’s magazine and books, and traveling. Maine and Rehoboth Beach, Delaware are two of Tom’s favorite vacation spots.
Education:
McDaniel College, B.A. Economics, Business Administration and Political Science
Boston University – Center for Professional Education, Financial PlanningProfessional Certification:
Certified Financial Planner Practitioner®
Chartered Retirement Planning Counselor®
Certified Retirement Counselor®The following Licenses are held through LPL:
Series 65 – Uniform Investment Adviser Law Examination
Series 63 – Uniform Securities Agent State Law Examination
SIE – Securities Industry Essentials Examination
Series 7 – General Securities Representative Examination
Series 9 – General Securities Sales Supervisor
Series 10 – General Securities Sales Supervisor
State of Maryland Insurance License – Health, Life, Variable Life and Variable Annuity*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
CRPC conferred by College for Financial Planning. CRC conferred by InFRE®
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David Weaver CFA®
David Weaver CFA®
Retirement & Investment Group, LLC, Director of Strategic Planning and Analytics
davidweaver@retirementandinvestment.comDavid joined Retirement & investment Group in 2022 and brings many years of investing experience as an analyst and portfolio manager. David began his financial career in Baltimore as an equity analyst for Legg Mason. He moved across town to Adams Funds where he progressed to portfolio manager and president. David also owned and operated a marine business in Annapolis for several years before returning to the financial field with Retirement & Investment Group. David uses an analytical thought process with a sharp attention to detail to assist with financial planning, provide research and fine-tune processes to ensure the best experience for clients.
David lives in Elkridge, Maryland with his family and enjoys exploring the area’s restaurants, gardening, and biking and hiking through the region’s many parks and trails.
Education:
McDaniel College, B.A.
Johns Hopkins University, M.S.Professional Certifications:
CFA® charterholder, CFA InstituteThe following Licenses are held through LPL Financial:
SIE – Securities Industry Essentials Examination
Series 63 – Uniform Securities Agent State Law Examination
Series 7 – General Securities Representative Examination -
Stacy Connor MBA
Stacy Connor MBA
Retirement & Investment Group, LLC, Financial Services Manager
stacyconnor@retirementandinvestment.com
Stacy rejoined Retirement and Investment Group in 2021 after three years abroad. His previous 24 years of experience building strong client relationships in the banking, investment, and insurance industries was an ideal foundation for his new role as Financial Services Manager.
Stacy’s attention to detail, sharp listening skills, and great empathy for the clients’ needs started early in his career after completing a bank management program. He then became a registered representative in a bank branch where he managed a portfolio of high-net-worth clients. In that capacity, Stacy worked with clients on their investment options including FDIC insured products, loans, insurance, and mutual funds. Stacy also has experience overseeing client practices for financial advisors in investment firms, a role that allowed him to build long-term client relationships and develop his excellent customer service skills.
After receiving his MBA in June 2021, Stacy was proudly inducted into The Honors Society of Phi Kappa Phi at the University of Maryland Global Campus. He enjoys spending time with family and friends, taking historical tours of cities, and watching NBA and NFL games.
Education:
North Carolina A&T State University, B.S., Economics
North Carolina A&T State University, B.S., Business Management
University of Maryland Global Campus, Master of Business AdministrationThe following FINRA Licenses are held through LPL:
Series 7 – General Securities License -
Serena Ortega
Serena Ortega
Retirement & Investment Group, LLC, Director of Operations
serenaortega@retirementandinvestment.comSerena has been working with Retirement and Investment Group since May 2019. She works remotely from Florida, assisting and supporting clients with operational matters. Serena also ensures that consistent workflows and efficient processes are in place. Before joining the team, she worked for LPL Financial for six and a half years where she gained extensive knowledge of LPL’s 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. In her spare time, she enjoys spending time with her husband, Nick, cooking, reading and traveling.
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Britni Sparks
Britni Sparks
Retirement & Investment Group, LLC, Part-time Operations Assistant
britnisparks@retirementandinvestment.comBritni has been an essential member of Retirement & Investment Group since March 2018. She began her career in our Catonsville office and then relocated to Florida, where she works remotely. In her role as Operations Assistant, Britni utilizes her exceptional organizational skills, strong analytical expertise, and excellent multi-tasking abilities. In addition to assisting with overall operations support, she specializes in distributions, contributions, strategic asset management conversions and processing Required Minimum Distributions (RMDs).
As a retired United States Army wife, Britni understands commitment, service, and integrity. She demonstrates these values daily through her dedication and conscientious work ethic. Britni enjoys spending time with her family, reading and going to the beach.
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Heather Philliber
Heather Philliber
Retirement & Investment Group, LLC, Client Services Assistant
heatherphilliber@retirementandinvestment.comHeather has been an essential member of Retirement & Investment Group since April 2023 working in our Catonsville office. In her role as Client Services Assistant, she utilizes her friendly attitude, exceptional organizational skills, and excellent multi-tasking abilities.
Heather grew up in Punxsutawney, PA – Happy Groundhog Day! She attended Slippery Rock University, where she received a B.A. in Communication and Philosophy, then moved to Maryland for graduate school at Notre Dame of MD University, earning a M.A. in Contemporary Communication. Heather has resided in Catonsville with her family since 2005.
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Kyle Cotoia
Kyle Cotoia
Retirement & Investment Group, LLC, Client Services Specialist
kylecotoia@retirementandinvestment.comIn June 2020, Kyle started his career at the Retirement & Investment Group as an intern. Kyle is hard-working, results-oriented and has demonstrated exceptional analytical skills. He was instrumental in helping create a paperless office and assisted the team with many extensive projects. Kyle has gained a solid understanding of our clientele, investment strategies and fund allocations. After graduating from the University of Maryland in May 2022, Kyle began his new role as a Client Service Specialist.
Kyle enjoys golfing, spending time with family and friends and visiting the sights in Washington, D.C.
Education:
University of Maryland, College Park, B.S. Finance
University of Maryland, College Park, B.S. AccountingThe following Licenses are held through LPL:
SIE – Securities Industry Essentials Examination
Series 66 – Uniform Combined State Law Exam
Series 7 – General Securities Representative Examination
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Bill N. Polizos
Bill N. Polizos
Retirement & Investment Group, LLC- Executive Vice President- Financial Advisor
billpolizos@retirementandinvestment.com
Bill has been working with individuals, families and companies by setting and fulfilling their financial wealth management goals. He takes a tailored approach to each client’s individual needs, goals and objectives. Thoughtfully listening and working with his clients in order to create a financial planning strategy.
Retirement and Investment Group Affiliated Financial Advisors
Our Mission
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
- Deliver the highest level of service with integrity
- Communicate clearly and timely
- Invest wisely, with a keen focus on client objectives
- Apply innovative processes
- Continuing education is essential to our success in an ever-changing world
- Create a work environment that nurtures teamwork and personal growth
- 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.