Rory Rossiter

Entrepreneurial spirit runs in my blood. My father owned a shipping company when I was young, and that early environment shaped how I see the world — always looking for ways to build and improve things.

After spending summers working with children who had disabilities, I knew I wanted a career centered on helping people. That led me into healthcare for 25 years. The demanding shift work eventually pushed me toward a new passion: I became a commercially instrument-rated pilot. Then 9/11 changed everything, and I returned to healthcare — this time moving into Healthcare IT, where I spent the next 20 years.

While I'm proud of the systems I helped build and support, I missed the direct, personal impact on people that first drew me to this path.

The turning point came unexpectedly. My wife — an ultrasonographer — was in a video interview exploring new opportunities beyond post-COVID healthcare. I happened to glance over her shoulder, and I instantly knew: this was the role I'd been waiting for. I leaned in and said, "I've got to do this."

Since joining the financial services field, I'm proud of every family I've helped — whether setting up their children with protected long-term savings plans, or providing added security around the savings they've already built. I bring a unique mix of clinical experience, technical expertise, and genuine care to every conversation.

Hi, I'm Rory. I'd love to have one of those conversations with you.