OUR TEAM,
YOUR COMMUNITY.
A Team You Can Trust
Our team brings deep experience and a shared commitment to helping you pursue financial confidence and lasting peace of mind. We work together, so you can move forward with clarity and support.
David J. Scranton
MSFS, CFA®, CFP®, ChFC®, CLU®
Founder and CEO
With more than three decades of experience in financial services, David leads Retirement Income Source® with a client-first approach and a passion for helping individuals and families pursue their vision of a more secure retirement.
He is dedicated to building lasting relationships and delivering strategies aligned with what matters most to each client.
He is dedicated to building lasting relationships and delivering strategies aligned with what matters most to each client.
Our Leadership Team
Patrick Farrell
CPA, PFS™
President
Rana Chander
Chief Technology Officer
Teresa Mariconda
Founding Partner – Organizational Growth & Service Excellence
Ready to connect with the right team?
Connect with a local financial advisor who can help coordinate your financial strategy around the goals that matter most.
CONTACT US
Or call us at (888) 888-4176