Riley Zimmerman
Retirement Plan Benefit Educator
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).