Retirement in a Nutshell comprises financial professionals who understand exactly what you need to save time, and develop a report that's easy for your clients to understand. With Retirement in a Nutshell, we want to give you the ability to show your clients where they are today so they can get to where they want to go tomorrow.
President, Chief Executive Officer / Founder
Robert A. Young
Robert has been a Registered Representative and Registered Principal in the securities industry since 1987. He has been the Branch Manager and owner of a four advisor securities office in Woodland, CA where he operated his business until retirement in 2016. With a Masters Degree in Public Administration and a Certificate in Personal Financial Planning from U.C. Davis Extension in 1986, Robert was a top producer in the Securities Industry over his 29 year career. He was also a pilot and Vietnam Veteran in the United States Air Force and a Principal Budget Analyst and General Services Director for a California county.
Vice President / Chief Operations Officer
Jeremey Hill is a Financial Advisor that has over ten years of experience in the financial services industry. He also serves as the Chief Operations Officer (COO) at Retirement in a Nutshell. Jeremey has spent the majority of his career working directly with financial advisors and helped them develop and implement retirement income strategies for their clients. He is passionate about the financial services industry and enjoys using his experience and education to make a positive impact in people's lives. He is dedicated to helping others and believes retirement income planning is an essential component of financial planning.
Jeremey holds the Retirement Income Certified Professional (RICP®) and Chartered Retirement Planning Counselor (CRPC®) designations.
Vice President / Chief Technology Officer
Robert has been part of Retirement In A Nutshell since its early inception in 2002. He worked with the founder's vision to develop a practical and viable software solution that is easy for financial advisors and planners to learn and use. It was with this collaboration and a unique programming approach we were able to obtain a U.S. patent.
With nearly 25 years of programming and system integration experience in the banking and finance industry, Robert provides strategic direction for the company's technology road map. He is very interested in security, simplicity and the binary language of moisture vaporators.
Manager, Operations & Support
Rachel has been a member of the Retirement in a Nutshell team since 2015. Being customer focused, Rachel is motivated by finding solutions for the users of our financial planning tool. She is the voice of customers within our organization for the continuous improvement of our product. She is here to ensure that quality and service exceed customer expectations. Rachel strives to build trust and strong long term relationships with Nutshell clients. She loves helping advisors learn how to use our financial planning tool to enrich their services.