Rory has been involved in the financial services industry since 1997 and has established a solid financial background to help his clients achieve their goals. Rory’s approach to financial success is to provide investors with a well-rounded financial plan that may include retirement planning, a college savings plan, insurance (life & long-term care) needs and estate planning. Educating his clients and being able to build a diversified financial portfolio can help each member realize a secure financial future.
A native of Lindstrom, Minnesota, Rory graduated from St. Cloud State University with a Bachelor of Science in Finance along with a minor in Business Computer Information Systems. He obtained his MBA in Finance from the University of St. Thomas in 2005. In his free time, he enjoys spending quality time with his family, hunting and willing his Minnesota Vikings to victory. Rory resides in Lindstrom with his wife, Tammy, daughter Kayla and son, Nathan.
and advisory representative of Advanced Advisor Group, LLC,
440 Emerson Street N., Suite 4, Cambridge, MN 55008.
Advisory services may be offered through Educators Financial Services,
a Registered Investment Advisor and affiliated company.