EXPERTS

At Devonshire Financial Consultants, we believe that every project requires a unique set of expertise. Along with tapping our team of experienced practitioners, we also draw expertise from our alliance partnerships to bring the right mix of resources to our clients. Working together, you can count on us to achieve your business objectives.

Albert E. Block
Expertise includes market research, product positioning, customer database analysis, distribution systems analysis and marketing communications expertise. Expertise in IRA rollover and DC business.
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Andrea Trachtenberg
Expertise in start-ups and turn-arounds in the wealth management marketplace
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Russel DeRemer
Expertise in infrastructure, processes and administration. Conducts industry trends analysis and business integration.
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Susan Ryan Block
Expertise in developing innovative marketing strategies, branding strategies, marketing collateral, new product launches, effective asset gathering and marketing communications programs. Specialized expertise in the RIA marketplace.
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