Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠


  • 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

Community participation

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

Awards & recognition

  • Ameriprise Circle of Success, 2009-2017
  • H&R Block Financial Advisors Elite Advisor, 2002-2008