Hi! I’m Trish, the founder of RM Benefits Retirement Consulting (RMBRC for short).

I help two types of customers: small businesses with 1 to 100 employees, and working individuals.

Have you ever looked at a benefit plan’s summary document and thought “sure, those are definitely the words of a human from Earth?” Yeah, most of us haven’t. Your retirement plan needs to be compliant, but it also needs to be easily understood by every one involved.

I started my career in HR and saw too many small business owners overwhelmed by retirement plan complexity and compliance. That's why RMBRC offers fiduciary guidance and strategic oversight to small businesses without the enterprise-level price tag.

When it comes to individuals, I focus on what matters at your stage. For many of us today, that’s student loan strategies, home purchases, career transitions, and building investment discipline that can compound over decades. As a Millennial who started working just in time for 2008, I’ve seen some things economically speaking. I keep investment minimums purposefully low because wealth building isn’t easy.

When I'm not reviewing retirement plan documents or advising clients, you'll find me in Frederick, MD, probably at a Starbucks if we’re being honest. Likely, playing a board game. Maybe, with a big fluffy dog.