Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Ric M. Bryant
Executive Vice President / Investments, Financial Advisor
Frederick A. Zeller
First Vice President / Wealth Management, Financial Advisor
Carrie Jarmer, AWMA®, RICP®, CRPC®
Assistant Vice President, Financial Advisor
Rustin Bryant, CRPC®
Financial Advisor
Carole French Schreck, CFP®, CLTC®
Wealth Planning Associate
Alyssa Poremski
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 07, 2026
We are honored to announce RCR Wealth Advisors has been named to the Forbes 2026 Best-In-State Wealth Management Teams list! 🌟
“We are thrilled to congratulate RCR Wealth Advisors on this achievement. Their recognition as a Forbes Top Wealth Management Team highlights the high standard of personalized wealth management advice they deliver and the leadership they bring to their clients and our firm,” said Kevin Reed, President of Janney’s Private Client Group.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 31, 2025
As we close out the year, we want to take a moment to express our sincere gratitude for your continued trust in our team. This year has been especially meaningful for our team both professionally and personally. We welcomed the invaluable Senior Wealth Planning Associate, Kim Wright, to the team as well as celebrated the arrival of Rustin’s second daughter, Margaret “Mimi” June Bryant.
We are grateful for the opportunity to have strengthened both long-standing and new relationships throughout the year, and look forward to continuing our work together as we help you pursue your goals in the year ahead. We wish you a healthy, happy, and prosperous New Year! ✨
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.