Rocky
Though his name may evoke thoughts of turbulent waters, Rocky’s goal is to ensure our clients experience smooth sailing on their financial journey. He specializes in helping clients see the joy and importance of financial planning, often through conversations about the brevity of life and the importance of living it to the fullest. Rocky’s ears were made for listening, and he’s not afraid to ask the tough questions, even when it means waiting for the bona fide answer with wide eyes and a head-tilt. As one with past experience “straying off the path,” Rocky is an empathetic teacher of the importance of sticking to the right track and trusting the guidance of a professional in the Walk of Life.
His has extensive experience in Bark Benefits, Treat Management, and is currently studying to attain his Wealth by Wagging™ certification.
In his free time, Rocky enjoys road trips to the beach, walks along the lake, exploring the mountains, and spending time with his many friends. He is also a strong supporter of the Child ID Program and dons a comparable identification badge to bolster awareness of these valuable events.