Trisha Brambley – Founder’s Statement
Retirement Playbook, Inc. was founded by Trisha Brambley in 2011. She was on the team that created and implemented the industry’s first 401k plans; was among the first to develop a specialty fee based retirement advisory firm; and revolutionized the plan advisor selection process. Trisha achieved national recognition as a retirement plan consultant and thought leader. Retirement Playbook, Inc. continues her work as a premier plan advisor search consultancy.
About George Boyle
George Boyle is CEO of Retirement Playbook, Inc.™ Previously, George was Chief Financial Officer for Retirement Playbook, Inc.™ and has been providing financial guidance to the company since its formation in 2011. He has worked in the financial services industry for nearly 35 years with expertise in public accounting, investment management, and CFO services.
George earned a B.S. in Accounting from Rider University in 1977. He is a Certified Professional Accountant as well as a Personal Financial Specialist, with memberships in the AICPA (American Institute of Certified Professional Accountants), the PICPA (Pennsylvania Institute of Certified Public Accountants), and the Bucks County Estate Planning Council. He holds the Series 7 (General Securities Representative) and 66 (NASAA-Uniform Combined State Law Exam) securities licenses.