Roland Salmi, MBA, AIF®, CPFA®

Experience: Financial services since 2013 (retirement plan consulting since 2015)

Education: Master of Business Administration from St. Bonaventure University; Bachelor of Science in Psychology from Elmira College; and Associates of Business Administration from Elmira College

Roland assists retirement plan sponsors by providing plan reviews, plan design analysis and benchmarking, investment due diligence, ERISA compliance and fiduciary governance, and developing a comprehensive employee education experience. He joined the Modern Wealth team in April 2025 and is based in our Rochester, New York office.

Roland started his career in financial services as a financial advisor associate at Morgan Stanley. He then spent nearly a decade as an investment consultant for OneDigital before becoming a retirement account executive at Lawley Retirement Advisors in 2023. When the opportunity surfaced for Roland to join Modern Wealth’s company retirement plan services team, he was excited to be part of something bigger where he can truly do his passion and bring the best resources to help his clients.

Roland lives with his wife Jessica and their two cats, Bjorn and Blair, and their beagle, Ciri. He enjoys hiking, skiing, working out, spending quality time with family and friends, and going to the occasional concert or comedian show. A fun fact about Roland is that he’s 50% Finnish and met my Finnish family in Finland for the first time in 2024.