ABOUT

Rory, a native of Lindstrom, Minnesota, 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.  He spent 11 years in the investment world with various financial institutions before joining EFS Advisors in 2008.

In his role as an EFS Advisors financial advisor, Rory provides advice to individuals and families seeking a comprehensive financial investment strategy, encompassing both short and long term goals. He hopes to provide valuable financial planning services to both new and seasoned members of Education Minnesota.  Using his expert knowledge of TRA, social security, and various investment strategies, he works with his clients to tailor plans according to their individual investment goals.  Although Rory's niche is with educators, he truly enjoys working with folks from any profession, which allows him to provide the people he works with freedom in their lives by helping them make sound financial decisions.

Rory enjoys spending quality time with his family, various outdoor activities and willing his Minnesota Vikings to victory. Rory currently resides in Lindstrom with his wife, Tammy, daughter Kayla and son, Nathan.

EFS Advisors and Education Minnesota are not affiliates

PROFESSIONAL QUALIFICATIONS

• Bachelor of Science in Finance, St. Cloud State University
• Minor in Business Computer Information Systems, St. Cloud State University
• MBA in Finance, University of St. Thomas

SCHOOL DISTRICTS