With three decades of business financial planning and operations experience, Rodney’s success lies in partnering with self-employed individuals and early retirees that have unique benefit plans in Findlay. Rodney has series 67, 63 and 66 registrations, and his curated approach focuses on understanding financial risk, investment strategies, wealth accumulation and retirement planning.
Rodney resides in Findlay, and has been married to his wife, Kate, for over 30 years. They enjoy traveling, biking and Fort Myers beach in Florida. They have one daughter, one son and three grandchildren.