Rudy has a diverse background of over 30 years of coaching and financial consultation experience that he relies on to work with clients on their personal and business retirement plans.
Rudy grew up in south Florida and spent 18 years living in Key West before joining the US Army and spending the next 22 years serving the country in various assignments in multiple locations across the US, Europe and North Africa. It was while he was in the Army that Rudy fell in love with learning and education and developed a passion for serving others.
He has over 25 years of adult education experience, having served as a trainer educator in the U.S. Army and the Federal Emergency Management Agency. He brings over 26 years of Managerial experience in both the military and federal government, culminating his military career as the Deputy Commandant for the US Army’s Quartermaster School’s NCO Academy where he oversaw curriculum development and delivery of over 23 courses to over 3000 students annually. Rudy also has experience as a High School French and Spanish Teacher at Fork Union Military Academy. Because of his experience with the Army, FEMA and his own Master’s Program, Rudy is quite familiar and comfortable with distance learning as a delivery medium for training and education classes.
The passion he brings about educating others is built into the way he conducts business. Whether he is meeting with a business owner and providing an evaluation of an employer sponsored retirement plan or with a family discussing the paths they can take to move closer to their ultimate retirement goals, Rudy makes each experience an educational event.
Because of his many years of experience in adult education it was a natural outgrowth for him to adapt those skills to serving the business community; as a result he has been conducting live educational seminars for business owners for the past several years. These skills serve well in the employer sponsored retirement plan arena as he brings his experience to bear on the employee educational plans that are so essential to each plan participant achieving their goals.
Rudy’s desire to serve others also manifests itself in his community involvement. He has been involved in service organizations since 1980 when he was the Lion Tamer for the Ft Bliss Lions Club in El Paso, Texas. While stationed in Tunisia in the mid 1990’s he was the treasurer for the US Government Employees Recreation Association and the President of the Tunis American Softball Association. He continued his community service throughout his military career and is still serving his community today as a Board Member for multiple non-profits and trade associations as well as a member of the Rotary Club of Fluvanna County.
Rudy is married to Catherine, who is currently teaching Freshman English at Fork Union Military Academy, and more significantly, is a Retired Command Sergeant Major with 24 years of service in the Criminal Investigation Command of the US Army. Rudy has two children, Edward and Georgia and three grandchildren, Noah, Gabriel and Hannah.
QUALIFICATIONS:
The Accredited Wealth Management Advisor℠ or AWMA®
Chartered Retirement Plans SpecialistSM
Professional Plan ConsultantTM
Accredited Domestic Partnership AdvisorSM
MEMBERSHIP ORGANIZATIONS:
Director and President- Prevent Child Abuse Virginia- 2012-Present
Rotary Club of Fluvanna County 2011-Present
Director Fluvanna Chamber of Commerce 2013- Present
Director Retail Merchants Association 2010-Present
Director Youth Life Foundation Richmond 2012-2016
Fluvanna Leadership Development Program Steering Committee 2012-Present
Fluvanna County Finance Board- 2014-Present
Director and Treasurer Goochland Chamber of Commerce- 2007-2013
Director Youth Life Foundation Richmond 2012-2016
BUSINESS PHILOSOPHY:
My philosophy is relatively simple. I have adopted the filter of the Rotary Four Way Test into all of my business dealings:
First: Is it the Truth
Second: Is it fair to all concerned?
Third: Will it build good will and better friendship?
Fourth: Will it be beneficial to all concerned?
I also adhere to the ROTARIAN CODE OF CONDUCT. So As a Rotarian, I will:
1. Act with integrity and high ethical standards in my personal and professional life.
2. Deal fairly with others and treat them and their occupations with respect.
3. Use my professional skills through Rotary to mentor young people, help those with special needs, and improve people’s quality of life in my community and in the world.
4. Avoid behavior that reflects adversely on Rotary or other Rotarians.
I have found that by following these two “Golden Rules” I am able to deal honestly and fairly with not only my clients, but also everyone I happen to meet during the course of a day.