Jarod joined Retirement Planning Group as an intern in July 2024 and transitioned into a full-time role in May 2025. He assists with client services and operations, playing an important role in supporting the firm’s day-to-day activities. Jarod is committed to accommodating client service needs and helping ensure a smooth, personalized experience for every client.
Jarod graduated from Siena College with a Bachelor of Science in Finance, where he developed a strong foundation in financial planning, investments, and client relations.
Outside of work, Jarod enjoys working on cars, fishing, and spending time with family and friends.