Our Team
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 Technology Officer
Robert Lamp
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 30 years of programming and 10 years of system integration experience in the banking and finance industry, Robert provides strategic direction for the company's technology road map.
