Richard Schlote

How I got here:

My 25 years in Human Resources and benefits administration made me very sensitive to issues related to retirement planning. My passion was in benefits administration in health and retirement plans. I developed and presented many in-house employee retirement counseling sessions, helping employees to make the right choices leading to retirement. It was quite natural for me to transition to an investment advisor environment where I could help those people carry out their plans, especially with a company whose emphasis is on doing what is best for the client.

Favorite part of the job:

My favorite part of the job is the constant contact with clients, dealing with their individual issues related to investments, income taxes, personal financial items, or family questions. I find that I and my Rockbridge associates can provide a great resource to clients and others.

Experience/Education:

I spent 25 years in Human Resources and benefits administration with a Fortune 100 company, then 18 years as an investment advisor, with over 250 personal clients.

I am a graduate of SUNY Cobleskill with an AAS in Accounting, and a graduate of SUNY Albany (Albany University) with a degree in Business Administration.

Beneath the surface:

I volunteer as a Tax Aide for AARP, preparing income taxes, keeping me up to date on personal income tax matters that may affect our clients. I volunteer at Meals on Wheels. I serve on the Investment Committee and Finance Committee for my Church, St. Ann’s in Manlius, where I also am a member of the choir. I enjoy golfing, and we have a small lake-front camp on a local reservoir.

Contact

Call 315.671.0588 or email rschlote@rockbridgeinvest.com.