Yvonne Roode, CPSP
Director of Business Development
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 in 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 nearly 20 years of experience in retirement planning, having joined the industry in 1999. Prior to that, she spent several years as a sales assistant in mortgage banking and real estate. Yvonne is committed to enhancing and refining her professional skills and frequently attends Dale Carnegie seminars, industry education workshops and has recently joined Toastmasters to polish her presentation skills.
A native of Long Island, Yvonne’s family owned and operated Swan Bakery for 29 years. She has an endless amount of energy and a variety of pastimes, including playing tennis and exploring the world by traveling with her son.