Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 2016.
Education
University of North Texas - Accounting (Masters of Science)
Personal
Rory grew up on a small ranch in Keller, Texas raising cattle and horses with his parents, his 2 older brothers, and 2 older sisters. He met his beautiful wife Briana in 2009 while attending Tarrant County College for his basic courses. They were married in 2014 and are currently living in the Fort Worth Alliance area with their cat Ponton and Dalmatian dog Jack.
Rory graduated from UNT with his master's in accounting. He started his career as an auditor at Grant Thornton where he obtained his CPA license. After completing his license and further continuing education, he found his second family at Northwestern Mutual in 2016. He is now a licensed Financial Advisor and enjoys assisting others with their financial dreams and goals.
Rory volunteers his time for an Accounting non-profit, the Institute of Management Accountants. In his spare time he enjoys reading and spending time with his family. He also enjoys soccer and does various 5k and 10k runs. Outdoors is where he loves to be. When time (and weather) permits, he hosts an annual BBQ and volleyball event for friends and family.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning