Mitch Tuchman’s experience pioneering America’s first online investment advisory service helped him define and codify the retirement needs of working Americans. But it has been his experiences as a husband and a father that have helped him truly understand those lessons. Rebalance IRA is grounded in this understanding.

As founder and CEO of MarketRiders, Mitch conceived of and built a service for do-it-yourself investors to manage their own retirement portfolios. Modeled after strategies used by elite university endowments, pension funds, and foundations, MarketRiders today helps individual investors manage more than 10,000 portfolios valued at over $4 billion. Those investors have saved over $40 million in yearly fees and have enjoyed less risk in the process, a testament to Mitch’s desire to help working Americans retire with more.

Mitch has 25 years of experience in venture capital, public finance, and technology. He was a sub-advisor to Apex Capital, LLC, on its $200 million technology and special situations portfolio and managed its venture capital fund. Tuchman was awarded a B.S. from Boston University and an M.B.A. from the Harvard Business School and is a registered Investment Representative.

A frequent guest on CNBC, CNN, and Fox Business News, Mitch is regularly featured in major financial publications, including The New York Times, Barron’s, and Forbes Magazine. He also is a regular columnist for The Wall Street Journal’s investment website, MarketWatch.com.

Despite his experiences and accomplishments, Mitch is firmly grounded in what is truly important. Daren, his wife of 17 years, and their three children keep him happy and busy, while his oldest son’s severe disability keeps him humble and thinking years beyond his own retirement horizon. They all keep him motivated in his tireless drive to help everyday Americans retire with more.

When Scott Puritz first met Mitch Tuchman while attending Harvard Business School in the early 1980s, there was an immediate connection. Entrepreneurial kindred spirits, their friendship continues to this day.

Scott’s career endeavors have had a common thread: harnessing technology and entrepreneurship to deliver value where the need is great. He has successfully started and grown businesses that have helped millions of people.

At Rebalance IRA, Scott has assembled infrastructure and service delivery methods that bring our clients sophisticated investment advice and the personalized treatment offered by exclusive wealth management firms, for a fraction of the cost.

Scott’s background makes him well-suited to bring such fundamental changes to the investment industry. In the early 1990’s, Scott found that most Latin Americans did not have the same access to telecommunications and IT technologies as others in more developed countries. He spent the next two decades bridging this gap by creating a series of companies that introduced Latin America to digital cellular technology, wireless broadband access, internet infrastructure, and “the cloud.”

In Brazil alone, companies created by Scott now handle over 65% of the country’s Internet traffic. In the process, he helped “democratize” connectivity, stimulate economic growth, and bring the transformative power of the Internet to individuals and businesses.

Scott brings the same enthusiasm to his philanthropic work. Since taking an Outward Bound course as a teenager, Scott has held a lifelong passion for the organization’s mission. As a long-time member of the Board of Directors of the North Carolina Outward Bound School, Scott sits on the Finance Committee, which oversees the School’s endowment. In addition, he helped establish and grow a fruitful Outward Bound scholarship program for inner-city teens, giving them the opportunity to develop the skills necessary to succeed in life.

Scott received his B.A. in economics, with distinction, from Tufts University, and an M.B.A. from Harvard Business School. With his wife Susan of 24 years, he is an avid supporter of his two teenage daughters’ forays into travel, sports, and music.

Sally Brandon brings deep experience and a broad skillset in developing and maintaining strong and personal client relationships. As wife and mother she brings an intuitive understanding of the personal side of retirement saving. She understands the difficulties encountered in thinking about retirement in one’s 40s, or even 50s, and how to navigate competing financial demands.

Sally began her retirement investment career at MarketRiders, where she consulted with and advised many of the company’s retirement-investor clients, who collectively have more than 10,000 portfolios and $4 billion on the MarketRiders platform. She has advised individuals from a diversity of careers and a broad range of needs, from those just beginning their professional lives to retirees actively withdrawing from their savings. She finds great satisfaction in being able to guide people getting their retirement investments in order.

But she takes the most pride and enjoyment in using her expertise to help Americans just like herself enjoy their lives and protect their loved ones through a safe, stable, and effective retirement plan.

Sally spent her early career at The Gap, working in the international group as a financial analyst responsible for forecasting, planning, and inventory investment strategies. She received a B.A. from the University of California at Los Angeles and an M.B.A. from the University of Southern California in 1992. Sally is a registered Investment Representative and has passed the Series 65 exam. Along with her husband of 20 years, Bill, Sally juggles the demands of three children while still finding time to train for half-marathons, do yoga, and, of course, help everyday Americans retire with more.

Few individuals understand the ins and outs of retirement investing better than Stephen Dobrow. He entered the field in 1976 helping unions manage the financial obligations of their retiring members. He never dreamed that 30 years later, he would be President of the American Society of Pension Professionals and Actuaries, testifying before Congress on provisions related to the Pension Protection Act and 401(k) rules and helping to write the provisions included in Simple IRA regulations.

Today, Stephen and his firm, Primark Benefits, provide retirement plan support for more than 400 firms and thousands of employees. Rebalance IRA clients have full access to Stephen, his team, and their comprehensive knowledge and expertise in retirement planning.

Stephen is licensed to practice before the IRS as an Enrolled Retirement Plan Agent. He is a Certified Pension Consultant and Qualified Plan Financial Consultant. He also has achieved the designation of Accredited Pension Administrator. Stephen continues to play a role in enhancing America’s retirement system and helping small businesses solve the nation’s retirement crisis. He meets regularly with members of Congress and officials from the IRS and the Department of Labor to promote greater savings opportunities for all Americans.

Stephen and his wife Donna have been married for more than 20 years and are avid travelers who enjoy exploring sites of historical and cultural significance in Europe. A San Francisco native, Stephen developed an early interest in California wines. The hobby evolved, and today he farms grapes in Sonoma and Napa Counties.

Stephen’s lifelong commitment to helping everyday Americans retire with more, combined with his expertise and professionalism, make him a valued member of the Rebalance IRA team.

As a computer science student from the University of Illinois Todd Claussen’s early career was spent working for several well-known technology companies, including Texas Instruments and Intel. His early experience with the stock market was as unpredictable as the young tech industry itself.

Naturally, his initial investment portfolio contained a high percentage of technology stocks. Watching his retirement funds fluctuate unpredictably was unnerving enough to compel Todd to try to find a less risky, more predictable way to save for his retirement. He applied his engineering mind to the investing puzzle and came away convinced that well-balanced, highly diversified, low-cost index investing was the sensible route toward building lifetime wealth.

Todd became an advisor at Portfolio Solutions, a $1 billion investment advisor that shares the Rebalance IRA approach to long-term, low-cost index investing. There, Todd was mentored by Richard Ferri, an author and respected authority on passive investing. During his time at Portfolio Solutions, Todd worked with hundreds of clients, helping them move their investment funds from expensive, improperly allocated portfolios to well-constructed, low-cost strategies.

With his knowledge of, and passion for, index-based investing fully developed, Todd joined Rebalance IRA, where his mission is to help our clients understand why their retirement savings should be invested according to proven Rebalance IRA methods.

When Todd isn’t focusing on client portfolios, he builds custom furniture. Laura, his wife of 21 years, and his twin daughters, still allow him time to retreat to his furniture workshop on their family farm, as long as he keeps making beautiful pieces for their home.

Alison Cornwell knows how to support clients and deliver a premium service experience.  During her 12 years at Morgan Stanley Smith Barney, working with one of America’s top 10 wealth managers, she handled everything from the accounts of billionaire Silicon Valley entrepreneurs to children’s college funds and executive retirement accounts. But it was her experience with high-end financial products accessible only to the very wealthy, such as hedge funds, private equity, and venture capital that ultimately led her to embrace the Rebalance IRA investment strategy. Bringing the benefits of high-end wealth management to everyone, she believes, was long overdue and Rebalance IRA gives her the opportunity to help make it happen.

Alison received a Bachelor of Arts from California State University in Chico with a major in economics. A California native, she spends her time off-duty snowboarding and wakeboarding and camping with her young children. Alison frequently is shuttling her son to wrestling meets and her daughter to softball games.