Welcome to Retirement Consulting Group, your trusted partner for shaping futures. With nearly 60 years of combined expertise, our seasoned brokers specialize in employer-sponsored retirement plans and customized financial strategies for individuals. We are dedicated to delivering tailored solutions that help our clients achieve their dreams. Whether you’re planning for retirement or navigating financial milestones, count on us for a personalized experience that prioritizes your goals.
Ronald J. Case
CFP®, AIF®
Ron graduated from LeMoyne College in May 1998 with a Bachelor of Science Degree in Accounting. For the first 5 years of his professional career, Ron was a benefit administrator for a Third Party Administration firm where he gained knowledge and expertise with retirement plans. Ron performed the necessary compliance testing and data reconciliation for the plan sponsor clients and their respective auditors.
In June 2003, Ron transitioned to become a registered representative and independent plan consultant. Ron obtained his Series 7, 63 and 65 licenses and obtained his Series 24 license to become the branch office principal in 2005.
Ron spent most of his childhood working in his family business and knew from an early age he wanted to have his own business. In October 2015, Ron, along with his longtime colleague, George Christie Jr. started Retirement Consulting Group.
Ron has served as Chairperson of the Finance Committee for St. Michael – St. Peter Roman Catholic Church since 2009 and is actively involved in other parish activities.
When not in the office, Ron can be found spending time with his wife of 24 years, Wendy, and their two children, Anthony and Amanda, or on the golf course.
George H.W. Christie, Jr.
CPFA®, AIF®
George earned a BS in Business Administration from Le Moyne College in Syracuse, NY. He has nearly 30 years of experience in the corporate retirement plan and investment industries. He leverages his expertise to provide clients with up-to-date insights and guidance, helping to ensure that their 401(k) plans are both operationally compliant, and optimized for employees to achieve successful retirement outcomes. As a passionate advocate for financial literacy and retirement planning, George has dedicated his career to helping clients navigate the complexities of retirement saving and investing.
Outside the office, George enjoys spending time on the golf course, experiencing live music, cooking, and travel. He and his wife, Jennifer, reside in Camillus, NY, with their two children, Meghan and Connor.
