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®, CLTC®
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.
September 12, 2025
The RCR Team delivered a STRIKE-ing performance at the OLC Special Olympics Bowling Tournament! 🎳 We are honored to have been able to play alongside the incredible members of the Special Olympics while supporting a wonderful cause!
September 10, 2025
The Changing Landscape of 529 Plans
It's Back-to-School season! 📚 As we begin a new school year now is the perfect time to revisit your family's educational savings strategy. Check out the below article to brush up on the latest 529 updates!
#529 #EducationSavings #FinancialPlanning
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.