Rod has a degree in Business Administration from the University of Colorado at Boulder. He also has extensive professional experience in Management, Business Development and Operations, which allow him to apply his knowledge and skills towards helping businesses, families and individuals with their financial protection, retirement and education needs.
Rod‘s mission and professional commitment are focused on fully addressing the importance of helping people like yourself choose and implement comprehensive financial strategies to manage their most important life priorities. His goal is to help you and your family make well-informed decisions, while listening to your concerns and help determine if you need to adjust your plans as your financial goals and objectives change through time.
In his free time Rod enjoys spending time with his wife Dana and their two sons, Rory and Lucas, as well as sharing time and entertaining with family and friends, traveling, and doing athletic activities including snow skiing, golf and swimming.
Rod is Series 7 and 66 licensed, as well as Life Insurance & Annuities in NC, giving him the opportunity to present financial tools and options that are in the best interest of you and your family.
Rod welcomes the opportunity to assist you.