Riley Zimmerman

Retirement Plan Benefit Educator

Rochester, NY

Department: Client Service

Experience: Started career in 2018 

Education: BA Education, BA History – SUNY Oswego 

Riley meets with plan participants, prepares meeting materials, and records educational materials while working out of our Rochester, New York office. He began working for Beltz Ianni & Associates (now Modern Wealth Management) in 2021. Before that, he worked at Paychex in their 401(k)-customer service center. 

Riley lives with his wife, Devyn, and their cat, Tywin. He enjoys writing, playing pickleball, and being an active member of his church. Riley is also a member of the National Association of Plan Advisors (NAPA). 

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