Thom and his team have received accolades from various highly-respected publications in the financial planning and investment industries. More important is how the team at Mid Atlantic Retirement Planning Specialists got there.

Wilmington, DE Office

Thom Shumosic CFP®, AIF®

Founder
shumosic@marps401k.com
302.791.0237 x401
As founder of MidAtlantic Retirement Planning Specialists (MARPS), Thom is responsible for maintaining existing relationships, cultivating new client engagements, and overseeing our advisors. He received his bachelor’s degree from the University of Delaware, his CERTIFIED FINANCIAL PLANNER™ designation (CFP®) from the College for Financial Planning and his Accredited Investment Fiduciary designation (AIF) through the Center for Fiduciary Studies. Thom currently serves the University as a member of the Advisory Board for the Financial Planning and Wealth Management Major. The major is offered through the Lerner Business School at the University of Delaware. Thom and his wife Stephanie have endowed two scholarships at the University of Delaware (one in Athletics and one in the Financial Planning Major). Both scholarships are for students who are first generation college students. Thom previously served the University of Delaware Alumni Association as an Executive Board member. Thom also coached a Delaware High School State Basketball Championship at the Sanford School in 1991. Thom serves on the Board of Trustees of the Delaware Art Museum where he chairs the Finance Committee. Thom is a Rotarian with Caesar Rodney Rotary Club in Wilmington. Thom lives in Wilmington with his wife Stephanie. They have two daughters and a son (and a daughter-in-law). He enjoys Philadelphia Sports and University of Delaware Athletics. He enjoys great food and tailgating. Thom is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Davis Long

Financial Planner
long@marps401k.com
302.791.0237 x 402

Davis graduated from the University of Delaware where he obtained a degree in Financial Planning and Wealth Management while serving as a member of the UD men’s basketball team. Before joining MidAtlantic Retirement Planning Specialists (MARPS) in April of 2024, Davis was a Financial Advisor at Vanguard. At MARPS, Davis serves as a Financial Planner while maintaining existing relationships and cultivating new client engagements. Davis lives in West Chester, PA and enjoys supporting the University of Delaware athletic teams. 

Ben Smith QPFC®

Director of Client Services
smith@marps401k.com
302.791.0237 X 403

Ben initially joined MidAtlantic Retirement Planning Specialists (MARPS) as an intern in October 2021 while studying at the University of Delaware. He completed his degree in May 2022 with majors in Finance and Financial Planning & Wealth Management and joined MARPS full-time after graduation. At MARPS, Ben performs investment research, builds 401(k) lineups and individual portfolios, and assists plan participants with any troubles. Ben has also earned his Qualified Plan Fiduciary Consultant (QPFC®) designation to better assist the retirement plans he works with. Ben lives in the Northern Liberties neighborhood of Philadelphia and he enjoys exploring the city and working out at the gym. 

Shannan McMann

Administrative Assistant
mcmann@marps401k.com
302.791.0237 x 400

Shannan has been the Administrative Assistant for MARPS since November 2012. She was previously with the company for three years, from 2002–2005. Shannan has previous experience as an administrative assistant and working with credit unions, and currently handles paperwork, scheduling, and other administrative tasks for MARPS. Shannan was born in Florida, but moved to Delaware in 1984, where she currently resides. She graduated from Newark High School in 1992. Shannan enjoys spending time with her family and going to the gym.

Cranbury, NJ Office

Robert Johnson

Senior Financial Consultant
rjohnson@newcentis.com
609.619.3300

Robert Johnson is Chief Financial Consultant with New Century Investor Services. He earned a Bachelor of Science Degree in Finance from Rider University and began his career as a financial consultant in 1999 after a 14 year career in the restaurant and hotel industry. Bob is a Registered Investment Advisor Representative (IAR) with Kestra Advisory Services, LLC, a Registered Representative with Kestra Investment Services, LLC, a notary public and holds Series 7 (General Securities), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Adviser Law) securities licenses as well as variable, life and health insurance licenses. He also is a Partner with New Century Tax & Accounting Services LLC and is a member of the National Association of Tax Professionals. Outside of work, Bob is married with 2 adult children and resides in Hamilton, N.J. Bob enjoys golf and spending time with family.

James Kozik CPA

Senior Financial Consultant
jkozik@newcentis.com
609.619.3300

James is a Senior Financial Consultant at New Century Investor Services. James earned both his Bachelor's Degree in Accounting and a Master's of Accountancy (MAcc) from Rider University. He holds the Series 7 and Series 66 securities licenses as well as Life and Health insurance licenses. He began his career at Mathmatica Policy Research in Princeton, N.J. as a Billling Associate, rising through the ranks as a Staff Accountant, Senior Accountant and Internal Auditor and Tax Expert. Prior to joining New Century Investor Services he owned Kozik CPA Services LLC. James is a Partner with New Century Tax & Accounting Services LLC. James resides in Bordentown, N.J. with his wife.

Caitlynn Rendon

Senior Financial Consultant
crendon@newcentis.com
609.619.3300

Cait Rendon is a Senior Financial Consultant with New Century Investor Services. She graduated from Drexel University where she earned her Bachelor of Business Administration majoring in Business Analytics and Marketing. Cait is a Registered Investment Advisor Representative (IAR) with Kestra Advisory Services, LLC and a Registered Representative with Kestra Investment Services, LLC. She holds the Series 6, 63, and 65 securities licenses as well as variable, life and health insurance licenses. She began her career with Tristate Financial Advisors in Philadelphia as a Junior Financial Advisor and quickly worked her way up to a District Manager and Financial Advisor. Outside of work, Cait resides in Cranbury, NJ. She enjoys traveling, golf and spending time with her friends, family, and two cats Whisky and Rye.

Nicholas Marino

Client Services Coordinator
609.619.3300

Nick joined New Century Investor as a Client Service Coordinator in 2024. In his role he provides support by handling administrative functions for Financial Advisors and the firm. He earned his Associate Degree in Business from Mercer County Community College and his Bachelor Degree in Accounting from Rider University. He began his career with Mirra & Associates as an Auditor before joining the New Jersey Department of Environmental Protection as an accountant. Nick worked seasonally with New Century Tax & Accounting Services for many years and now is a partner at the firm. He resides in Hamilton, N.J. with his wife.

Marsha Didomenico

Senior Operations Manager
marshad@newcentis.com
609.619.3300

In her role as Senior Operations Manager, Marsha manages the operational and administrative responsibilities for New Century Investor Services. She attended Pace University and her career in the Financial Industry spans over 30 years. Marsha holds a New Jersey Life and Health Insurance license and is a Notary Public. She has three adult children and resides in Manalapan, N.J.

Reading, PA Office

David E. Rathgeb CFP®, CMFC®

Financial Advisor
dave@meifinancialgroup.com
610.858.2708

Dave has excelled in the financial services industry since 2001. Specializing in providing income for retirement, Dave works with individuals and business owners guiding them in all phases of the retirement planning process. A resident of Berks County since 1998, he is a member and Past President of the Amity Township Lions Club, former board member of the Daniel Boone School District and the Amity Township Park and Recreation Board. Married with two children, Dave spends most of his time with family and friends, and supporting his community. When time permits, he enjoys reading, gardening and cooking. A Fourth Degree Black Belt, Dave also continues to pursue his training in Tae Kwon Do. Dave is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Steve Miller

Financial Advisor
steve@meifinancialgroup.com
610.404.7870

Steve has resided in the Berks County Pennsylvania area for the past 30 years and is married with 4 daughters and 2 grandchildren and is active in his community as a member of the local Lions Club and the Eastern Berks Business Alliance. Since 1994 Steve has been successfully addressing the financial needs of small business owners, professionals and families serving as their financial advocate. Utilizing a holistic approach to financial planning Steve helps ensures that all areas of his clients’ financial plan are working in concert to help increase protection, wealth and control of their assets. Outstanding service and annual face to face client reviews are two of the cornerstones of his business and help to ensure that the clients plan remains on course. Steve strives to take an objective approach in the selection of products designed to help his clients achieve financial independence by maintaining his status as an independent advisor with no direct affiliation with any insurance or financial institution. Steve is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Bel Air, MD Office

Chuck Wetzel CFP®

Financial Advisor
chuck@wetzelassociates.com
410.836.6600

Chuck has spent his entire career in Finance. He graduated from Wilkes University with a major in Accounting and a minor in Economics. Early in his career he worked for a public accounting firm and later as a Controller in Hospitality Services. After leaving the Hospitality business, Chuck decided to join a large insurance company for their training program. A decision was made, after obtaining the necessary licenses, to go with an independent broker dealer, Kestra Investment Services, LLC where access to quality products and support are offered. Chuck treats all of his clients in the way he would like to be treated, with respect and concern for their wellbeing. Chuck believes the key to success has been doing the very best for each client and earning their trust. Chuck is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

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