Rod is VP of Retirement Plan Services, responsible for providing financial and investment counsel to a large number of PIM clients. Rod maintains particular expertise in the retirement plan programs of education systems throughout the US and particularly in the Northwest.
“’Find a profession you love, and you will never work another day in your life.’ Providing objective, ongoing advice to our clients is paramount to my role. Nothing is more fulfilling than working with clients to achieve financial and life success up to and through retirement.”
Rod joined PIM in 2011 and draws upon 25 years of client-facing industry experience. He has a Bachelor of Science degree in Economics from Boise State University. Rod is a Chartered Retirement Planning Counselor® and a FINRA Series 65 Investment Advisor Representative.
Rod and his wife Jacqueline have two children and have lived in Sammamish since 2002. Rod’s interests include outdoor sports, cooking, traveling and participating in biking events throughout the Northwest.