David Rourke is the director of The Relaxing Transition to Retirement Program. Over the past 14 years he has helped hundreds of individuals and couples plan and enjoy their retirement by creating a comprehensive, customized roadmap for each client. As the Director of The Strategic Planning Group and the founder of The Relaxing Transition to Retirement Program, David and his staff implement and monitor the trademarked program for their clients. Strategic Planning Group helps those facing retirement to make decisions without worrying about work to support their lifestyle. David is so passionate about helping people through the retirement transition, that he recently provided advice to thousands of listeners on the radio program PM Magazine hosted by Lindsay Parker. David has also been a guest on the David Brudnoy show in Boston. Before founding The Strategic Planning Group, David was a registered representative for Prudential Financial Services. He graduated from Holy Cross, where he earned a degree in Economics. David is actively involved with civic and charitable causes, including Road to Responsibility and the Boys and Girls Club of Newton. David lives in Wellesley with his wife Ann and their five children.

Following a nine-year relationship as an SPG client, Frank joined the firm in September 2003. Frank has more than 25 years experience in the financial services industry. Prior to joining SPG, Frank was a Vice President in the Corporate Banking Division of BankBoston, VP and Client Relationship Manager with Chase Global Funds Services Company and most recently a Director of Client Services at EquiServe, L.P. in Canton, MA. Frank lives in Needham with his wife Christine and their daughter Jennifer.

Chrissie joined SPG in January 2006. Previously, she held the position of office manager for a telecommunications firm and had been involved in the retail sector over the last 10 years. She graduated from Emerson College with a bachelor's degree in Speech. Chrissie is also a seasoned vocalist and musician who has performed in several different kinds of bands. Currently, she is the lead singer in a rock and roll band, which performs at venues all around the greater Boston area. Chrissie is mother to sons Coleman, 21, and Collin, 19 and daughter Colby, 18. She lives in Walpole.

Marc joined SPG in April 2005 after working for Putnam Investments for 5 years. He was in plan administration managing 401(k) plans. He also worked in the trust department overseeing early morning trading and dealt with many aspects in the mutual fund area. Marc has his series 6 license and his real estate license. Prior to working at Putnam Investments, Marc was the owner of Blackers Brothers in Newton for 10 years. Marc, his wife Doreene and their son Joshua reside in South Easton.

Jarrod joined SPG in September 2000 after working for 4 years as a registered representative at Fidelity Investments. While at Fidelity, Jarrod worked in the 401(k) and pension department of Fidelity Institutional Retirement Services Co., serving clients such as Royal Dutch/Shell Oil, General Motors, ABB, FMR, and Avery Dennison. He also worked as corporate action analyst in the Fidelity Pricing & Cash Management Group processing mergers, acquisitions, tender offers and 144 exchanges for all Fidelity trust and retail mutual funds. Jarrod has his Series 7, Series 24, and 63 licenses. He lives in Norwood with his wife Christine.