Garret is a Financial Planner at RTD Financial, where he uses over a decade of experience to help clients organize their financial affairs in a way that best supports their values and vision for their future. Whether it’s a family navigating life’s seen and unforeseen twists and turns, or a non-profit member organization expanding the impact of their mission, Garret is eager to listen and understand before tailoring solutions and advice.
As the son of small business owners, Garret’s dedication to client service is a testament to his childhood in New Hampshire. He graduated from the University of New Hampshire with a Bachelor of Science in Business Administration and Finance. He went on to study at Bryant University, earning the CERTIFIED FINANCIAL PLANNER™ designation. Garret is an active member of the Financial Planning Association.
In his spare time, Garret enjoys cooking, playing golf, building out his vinyl collection, and spending time with his wife Stephanie and rescue dog Talula. Garret and Steph love to travel and have especially enjoyed trips to Paris.
Getting to know Garret
What do you enjoy most about working at RTD?
As an ensemble firm, there’s an undeniable sense of “team” here at RTD, which I don’t think could be easily replicated elsewhere. Since we’re employee-owned, it’s reassuring that our leadership is aligned with our day-to-day operations and it’s a big reason how we’re able to be so nimble as an organization. Our office also has an impressive coffee selection.
What’s the best piece of advice you’ve received?
Fortunately, I’ve been on the receiving end of a lot of great advice. A favorite, about how to deal with a big task was, “How do you eat an elephant? One bite at a time.”
What did you want to be when you were growing up?
My parents let me watch Saturday Night Live reruns at a pretty young age and I wanted to be a comedian through most of elementary school.
What’s the most exciting vacation you’ve taken?
When my wife and I went to France for the first time, we both fell in love with Paris but the exciting part was renting a tiny car, driving through the aggressive traffic and perilous roundabouts out of the city and down to Burgundy. On our first night in the countryside there was a torrential rainstorm. We were in our tiny car, driving through tiny dirt roads, cutting through vineyards on our way to dinner, thunder and lightning, no GPS, big maps opened-up, foggy windshield – totally lost. It had all the makings for the plot of a horror movie. Miraculously, we somehow located the restaurant. I’m sure the food there is normally excellent, but I’m positive our journey made it taste even better!
Professional Designations & Memberships
Featured Articles
Navigating Loss: Financial First Steps for Surviving Spouses
Losing a spouse or partner is undoubtedly one of the most challenging experiences a person can face. Amidst the waves of emotion and grief, navigating the practical aspects of life, particularly finances, can feel overwhelming. The financial implications of losing a partner can be profound and require careful attention during such an emotionally vulnerable time. […]
Coronavirus Stimulus – Round Two
On December 27, 2020, the Consolidated Appropriations Act of 2021 was signed into law. This legislation addresses a second round of stimulus checks, extended federal enhancements to unemployment benefits, new PPP funding, and a host of tax impacts. We’ll review the highlights below and invite you to reach out for more information. Stimulus Payments In […]
Couples Combining Finances
Joining finances represents a critical juncture for financial decision making that has a lasting impact on a couple’s future financial position and impacts the future stress and tension money can have on a relationship. Here are considerations for couples combining finances . Sharing a Macro Perspective (Seeing the Same Big Picture): Money. It’s one of […]