Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies

Awards & recognition

  • Ameriprise Circle of Success, 2009-2020
  • Forbes Best-in-State Wealth Advisors, 2023
  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

Honored to receive recognition

I’m excited to share that Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • Burke High School Gridiron Club
  • Open Door Mission
  • Team Jack


  • Favorite Food: Pizza
  • Favorite quote: The secret of getting ahead is getting started.
  • Best piece of financial advice: Spend less than you make.
  • Favorite holiday: Independence Day
  • What motivates Rod: A challenge
  • Place Rod would like to visit: Moorea, French Polynesia
  • Favorite music: Country
  • Favorite college team: Huskers
  • Favorite NFL team: Dallas Cowboys
  • Favorite moments: I love spending time with my wife of 33 years and our kids.
  • Best past times: Ocean, lakes, boating, fishing, sporting events, concerts, family & friends
  • Best movies: Matrix, Old School, and John Wayne movies

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.