Yvonne Roode

Background

About Yvonne Roode

Yvonne Roode serves clients by creating retirement plans that can maximize retirement savings to achieve a comfortable retirement. As the Director of Business Development, Yvonne Roode strives to enhance retirement planning awareness with employers to achieve retirement readiness for their employees. She partners with business owners, financial advisors, CPAs and investment management firms to share knowledge about industry changes, trends and opportunities to create customized retirement solutions. Employers sponsoring a qualified retirement plan seek Yvonne’s expertise with developing a sound governance process, implementing best practice fiduciary processes, promoting disciplined savings opportunities and offering a robust benefit to employees. Clients rely on Yvonne as a trusted advisor who puts the interest of her clients first and to share her expertise to address any challenges that arise. Yvonne has over 25 years of experience in retirement planning, having joined the industry in Prior to that, she spent several years as a sales assistant in mortgage banking and real estate. A native of Long Island, Yvonne’s family owned and operated Swan Bakery for 29 years.