The Richards Group is pleased to announce the addition of Steve Burnett to the firm’s Investment Advisory team. Steve will advise both individual investors and employer sponsored 401(k) and 403(b) plans. He will be working throughout Vermont, New Hampshire and Western Massachusetts and will be based in The Richards Group’s Norwich, Vermont office.
“I’m looking forward to working with a growing investment and retirement plan client base. The Richards Group is known for its expertise and exceptional service, and I’m excited to have joined the team,” says Burnett.
Prior to joining The Richards Group, Steve spent the last 7 years as the New England Pension Consultant for The Standard’s retirement plan division. Before joining The Standard, Steve was the National Growth Market Sales Manager for CIGNA Retirement & Investment Services (now part of Prudential Financial). The Richards Group provides comprehensive risk management, employee benefits and investment advisory services to individuals, families, and businesses. As independent retirement plan advisors, The Richards Group services include supporting plan sponsors in developing and implementing a prudent process with regard to the operation and administration of their plan for the benefit of their participants. “Once an employer makes the decision to offer a retirement plan to their employees, our advisory services are designed to create a successful retirement plan experience for all parties,” states Benjamin Taggard, Vice President of The Richards Group. “Steve has a lot of expertise and will be a valuable resource for our clients.” Steve is Series 7, 63 and 66 licensed. He holds a Bachelor of Arts degree from Hamilton College in Clinton, NY. He and his wife Maggie are in the process of relocating to the Upper Valley from North Granby, CT.