Garret is an Associate Financial Planner at RTD Financial. Prior to joining RTD, Garret was a Wealth Management Consultant at Compass Financial Solutions in Bucks County, where he worked directly with clients from onboarding and plan design to implementation and ongoing service.
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, Finance. He also studied through Bryant University where he earned the CERTIFIED FINANCIAL PLANNER™ designation. He is a member of the Financial Planning Association, and active within their NexGen community of planners under 36. Additionally, he volunteers for the Alzheimer’s Association Delaware Valley Region for their annual Party in Purple fundraising gala.
Garret and his wife Stephanie reside in Center City Philadelphia with their rescue-pup, Talula. In his spare time, he enjoys making slow, low backyard barbeque, keeping up with the thriving Philly restaurant scene, mornings at the dog park, working on his swing at the Union League Golf Club, and traveling abroad. As a native New Englander, he prefers not to discuss professional sports at work.
Getting to know Garret
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 is a big reason why we’re able to be so nimble as an organization. I also heard we might be getting an espresso machine.
What makes you good at what you do?
I’m a bona fide life-long math nerd. I was on a competitive math team in the fifth grade. Through middle school and high school I exhausted the advanced math curriculum. I went to college and applied math to real world issues by studying finance and economics. I get jazzed whenever people bring up advanced MS Excel spreadsheets. Professionally, I get to work with people to help solve their financial planning equations. Since the variables of a financial plan never stop changing and they’re unique for every client, every day brings an exciting new challenge.
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 recent 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?
My wife and I went to France for the first time in the summer of 2017. 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 Burgundy it was a torrential rainstorm, we were in the 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 until we finally got to the town and restaurant where we had one of our favorite meals of the trip, and maybe our lives.
Professional Designations & Memberships
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