Advisors

Brian Ormord

I’m Brian Ormord, an Independent Retirement Consultant with RetireRight. For over three decades, I’ve been helping employers and individuals achieve secure and successful retirements. My work focuses on guiding employers in creating and maintaining effective retirement plans for their employees while empowering individuals with personalized strategies to turn their retirement dreams into reality. As a fiduciary, I prioritize transparency and trust, ensuring that every recommendation serves my clients' best interests.

My journey in financial advising began with one of the largest retirement plan providers in the country. In this role, I worked closely with employers and investment committees to design retirement plans that met the needs of employees. Over time, I realized a significant gap: employees often lacked the knowledge and resources to plan for retirement effectively. Inspired to address this need, I stepped away from the corporate world and founded RetireRight Consulting Group. 

At RetireRight, I’m proud to serve businesses and individuals nearing or in retirement. My mission is to empower people to achieve confidence in their financial plans by delivering attentive listening, collaborative planning, and ongoing support. I specialize in crafting robust, sustainable retirement plans tailored to each client’s unique financial situation and goals. For employers, this means enhancing retirement plan offerings while managing costs effectively. For individuals, it’s about fostering clarity and confidence throughout their retirement journey.

What sets me apart is my unwavering commitment to integrity and transparency. Clients can always expect honest, ethical guidance and clear communication, free from hidden agendas. My extensive experience in retirement strategy ensures that clients receive comprehensive, customized plans based on a thorough analysis of their financial health. With strategic insights drawn from years of specialized planning, I help clients easily navigate the complexities of retirement.

Outside of work, I’m passionate about travel. Exploring new cultures and perspectives with my three children and their spouses has broadened my horizons and enriched my life. Whether embarking on a road trip or an international adventure, I'm always eager to discover what the world has to offer and create lasting memories. I believe in living life without regrets and cherishing the moments we share today.

Since starting my career in 1990, I’ve earned several professional designations, including the Chartered Retirement Plans Specialist® (CRPS®), Accredited Investment Fiduciary® (AIF®), and Professional Plan Consultant™. These credentials equip me to provide exceptional guidance to employers, participants, and individuals alike. I’m also securities registered, holding the FINRA Series 6, 7, 63, and 66 registrations with LPL Financial.

Whether you’re an employer looking to enhance your retirement plan or an individual seeking a personalized strategy for your financial future, I’m here to help. Together, we can create a retirement plan that provides confidence, clarity, and the freedom to enjoy your next chapter.

Henry (Dan) Kinney

As the name of my firm, Retire Right Consulting Services, suggests, I specialize in helping employers, employees, and individual clients achieve a successful retirement. With over 35 years in the industry, I’ve had the privilege of guiding many clients toward their retirement goals. My experience has helped me identify each client’s unique needs and a developing a financial plan to help them retire with confidence.

How I Help

  • For Business Owners & Employers: I consult with business owners to evaluate retirement and 401(k) plan designs, assist plan sponsors in managing the administration and performance of their plans, and educate employees on the importance of saving for retirement.
  • For Individuals & Plan Participants: I work with individuals to build retirement plans tailored to their unique goals. Collaborating with other advisors in my office, I help create and implement strategies that align with each client’s financial, investment, tax, charitable, and estate planning objectives.

I’ve been in the financial services industry since 1987, holding FINRA Series 6, 7, and 63 registrations with LPL Financial. As an Accredited Investment Fiduciary® (AIF®), I serve employers as an ERISA 3(21) or 3(38) Fiduciary, ensuring their retirement plans are managed with integrity and expertise.

My Background & Personal Life

I graduated from the University of Iowa in 1986, served as an Officer in the Iowa National Guard, and even spent a year in Moscow, Russia, leading a trade organization for the State of Iowa. I’m also a graduate of the Greater Des Moines Leadership Institute and was honored as a ‘40 Under 40’ recipient.

Outside of work, my wife Ellen and I, married since 1995, love traveling, cooking, and exploring wines together. Our daughter works as a recruiter in West Des Moines, IA, and our son, Tripp, is a professional golfer on the PGA Tour Americas. When I’m not working, you’ll often find me spending time with friends and family, watching golf, or enjoying the outdoors with our Wirehaired Pointing Griffon.

If you're looking for a partner in planning your retirement—whether for yourself, your employees, or your business—I’d love to chat. Let’s work together to make sure you’re on the right path to retiring right.

Dirk Dixon

As a financial advisor, I’m passionate about helping my clients reduce the stress of financial decision-making. I take a holistic approach, working closely with you to understand your values, financial goals, and main concerns. This collaborative process guides the personalized recommendations I provide to help you feel confident about your financial future.

I hold certifications as a Certified Fiduciary Plan Advisor® and Accredited Investment Fiduciary®, and I’m also an Enrolled Agent (EA). I graduated from Grand View University  in 1997 with a Bachelors in Business  Administration and have over 25 years of experience in financial advisory, tax planning, and tax preparation, I bring a wealth of knowledge to every client relationship. My goal is to give you clarity, direction, and confidence as we work together to make informed financial decisions.

I also specialize in helping business owners and plan sponsors manage their 401(k) plans. This includes offering fiduciary guidance and compliance support, designing cost-efficient plans with fee transparency, investment monitoring, and employee education. I stay on top of industry changes to ensure your plan is always ahead of the curve and positioned for long-term success.

Outside of work, I love spending time with my wife, Jodi, my daughters, Cassidy and Calista, my son-in-law, Adam, and my grandson, Kalijha.

Kyle Lippold

Passionate about helping people realize their financial goals, Kyle began his career as a financial planning professional 15 years ago with a major national financial services company. Corporate retirement plans, along with helping individual employees plan for their short and long-term financial goals, are among his specialties. He has extensive experience consulting with; business owners to evaluate retirement and 401(k) plan designs, plan sponsors in monitoring the ongoing administration of retirement plans, and employees to help them understand the importance of saving for retirement.

As a financial planning consultant, Kyle enjoys partnering with his clients to organize their financial lives, plan for their futures, and feel secure in the present. He takes great care in helping clients to construct and implement a strategy tailored to their unique financial, investment, tax, charitable, and estate planning goals. Kyle builds solid long-term relationships with his clients, allowing him to fully understand their individual needs and objectives. Now joining RetireRight, he gains the additional resources necessary to effectively manage his clients’ wealth, build tailored plans, and tap into an array of knowledge as needed.

Kyle graduated from Loras College where he received Bachelor of Arts and master’s degrees. He holds the FINRA Series 6, 7, 63  through LPL Financial and 65 registration through RetieRight LLC.

When not spending time helping his clients protect and grow their wealth, Kyle enjoys traveling and eating good food with his wife Tasha, coaching sports for their sons Jackson and Owen, and staying active with his dog, Oscar. Kyle participates with several non-profit organizations and charities.   

Team Members

Noah Brooks, CMT CIPM | Director of Investments

Noah Brooks, CMT, CIPM joined Good Life Companies as a Financial Advisor in 2013. As Director of Investments at Good Life Advisors, he leads the Wealth Allocation Model program for the RIA. He works directly with professional partners to develop and create sustainable portfolios for the company's IARs. Mr. Brooks developed the Wealth Allocation Models (WAM) as well as the investment policy statements for both the department and each model at the firm.

Prior to joining Good Life Companies, Noah was a Senior Financial Advisor at Wells Fargo. Noah began his career at Prudential Securities, beginning his career working directly on the execution/analytics for his Prudential Securities office.

Noah currently resides in Bernville, PA with his wife Aelish. In his free time, Noah enjoys time out on the lake, traveling and cooking.

Chris Needs | Research Analyst

Chris Needs joined Good Life Companies in 2021. He graduated from Temple University in 2013 with a Bachelor of Administration in Finance and Economics. Prior to joining Good Life Companies, Chris was an Investment Consultant at Park Avenue Securities, where he worked with the investment operations team and trade desk. Chris began his career with CUNA Brokerage Services Inc, providing investment services to credit union members as an associate advisor.

On a daily basis, Chris researches equity and fixed income investments, develops research and performance reports, and performs due diligence for current and prospective investment allocations for the WAM investment models.

Chris currently resides in Orwigsburg, PA with his wife, Elexa and son, Nolan. In his free time, Chris enjoys spending time with his family, reading, golfing and playing basketball.

Kanon Ream | Research Analyst

Kanon Ream joined Good Life Companies in May 2018. He graduated from Bucknell University in 2016 with a Bachelor of Arts in the Interdepartmental Major of Economics and Mathematics. Kanon is an integral part of the Good Life Investment Research team where he assists Good Life’s Director of Investments, Noah Brooks.

On a daily basis, Kanon performs research and performance analysis on equities and fixed income investments, develops research and performance reports, and performance due diligence for the in-house investment models, known as WAM.

Rachel Sheeler | Investment Assistant

Rachel joined Good Life Companies in November 2015. She is a Client Services Manager currently assisting Merra Lee and Noah Brooks. Her responsibilities are primarily to process, review and submit applications and transfers for Merra Lee and Noah. She had previously worked for Susquehanna Bank, now BB&T Bank, for five years as a Customer Services Representative.

When not in the office, Rachel loves spending time with her husband Roy and 3 children, Sophie, Jared and Allison. She also enjoys traveling and hunting.

Terri Moyer | Virtual Practice Manager

Theresa Moyer, or Terri, as she is known to her colleagues and friends, joined the team in 2019. Terri assists her advisors with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings. Account research, report management, document processing and mailings are also some of Terri’s areas of expertise. She has attended Penn State University with a Bachelor of Science in Accounting in progress, while also obtaining multiple certificates in Finance and Psychology. When she is not in the office, Terri enjoys outdoor activities like hiking and kayaking with her husband, Chris, and their two dogs, Nelli and Thor.

Sean Mest | Virtual Practice Team Manager

Sean Mest joined Good Life Companies in February 2022. He graduated from Penn State University in 2013 with a Bachelor of Science in Business. Prior to joining Good Life Companies, Sean worked in agency consulting and investment operations for Park Avenue Securities. Sean has also worked as an independent Financial Advisor clearing through LPL Financial and Wells Fargo Advisors.

Sean works as the Virtual Practice Team Manager, providing daily leadership and effective oversight of the VPM team. 

Sean currently resides in Blandon, PA with his wife, Jessica and 3 daughters, Emma, Abigail, and Lillian. In his free time Sean enjoys spending time with his family, serving in his local church and community, hunting, cooking, as well as playing and watching sports.

Dan Rome | Compliance Consultant & Legal Counsel

Mr. Rome is a compliance professional with over twenty (20) years of practical industry experience.  He serves as a compliance consultant to Good Life Advisors, an SEC registered investment adviser and also serves as General Counsel for Good Life Companies. In addition, he maintains an ownership position in multiple independent compliance consulting companies.  He graduated from West Chester University with a BA in Psychology and earned his law degree at Widener University School of Law (now known as, Delaware Law School).  Mr. Rome is admitted to practice law in the state of Pennsylvania (Attorney ID: 88707).

Mr. Rome has previously held the following FINRA licenses: FINRA Series 7 – General Securities Representative, Series 24 – General Securities Principal, FINRA Series 66 - Uniform Combined State Law Examination, FINRA Series 55 – Equity Trader and FINRA Series 79 – Investment Banking.

Kayla Gettle | Marketing Manager

Kayla Gettle joined Good Life Companies in February of 2016 after working several years as a Marketing Coordinator and Graphic Designer. She was immediately tasked with building out a service offering for advisors during their transition. As the Marketing Manager, she is in charge of the brand development, social media, and web design for advisors, as well as the communication and business development efforts of the multiple companies within Good Life.

Kayla attended The Art Institute of Pittsburgh for Design. She was raised on a small farm in Womelsdorf, Pennsylvania where she gained a strong work ethic, learned responsibility and the value of working hard. Kayla resides in Myerstown, PA with her husband, Brandon, and their son Carson. In her free time, she enjoys spending time with her family and friends, acting as pit crew to her husband at the drag strip, and hiking local trails.

Becky Nye | Marketing Coordinator

Becky Nye joined Good Life Companies in 2019 with several years of marketing experience in digital content creation, ecommerce, design, event planning, and product photography. As the Marketing Coordinator, she is responsible for supporting the Marketing Manager in all marketing, communication, and business development efforts of the company.

Becky graduated from West Chester University of Pennsylvania with a B.S. in Marketing and a minor in Studio Arts. She resides in Schuylkill County, PA with her husband Chris, and daughter Remi. Outside of work, she enjoys yoga, hiking, and nature photography.