Garret is a Financial Planner at RTD Financial, where he helps clients organize their financial affairs in a way that best supports their values and vision for their future. He’s passionate about helping people navigate major life transitions such as:
- Preparing for retirement
- Selling a business
- Charitable gifting
- Long-term care
- Estate planning
- Adjusting to life as a surviving spouse or surviving parent
Prior to joining RTD in 2019, Garret was a Wealth Management Consultant at an affiliate firm of Commonwealth Financial Network.
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 went on to study through Bryant University, earning the CERTIFIED FINANCIAL PLANNER™ designation. Garret is an active member of the Financial Planning Association.
Garret and his wife Stephanie reside in an 1860’s townhome in Center City Philadelphia with their rescue-dog, Talula. In his spare time, he enjoys cooking, playing golf, building out his vinyl collection, and regular trips up to New England to spend time with family and friends. Garret and Stephanie love to travel abroad 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?
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 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. By great fortune we eventually located the restaurant. I’m sure the food there is normally quite excellent, but I’m positive our journey made it taste even better that night!
Professional Designations & Memberships
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