Rory has been advising clients on retirement transitions since 2013. He would tell you that he knew he wanted to be a financial advisor since high school. Growing up without means and watching his mother struggle to raise children on her own while working full-time has shaped Rory’s views and philosophy about finances. His goal is to provide security for his clients first and foremost in hopes that a strong foundation will allow them to focus on enhancing their lives beyond their finances.
Rory grew up in Twain Harte, CA a small town in the foothills near Yosemite where he met his wife Sherrie. They now live in Maple Valley with their son Parker. When he’s not working or spending time with his family you can find Rory on the mountain for some snowboarding or mountain biking or on the basketball court working on his jump shot.