Meet the Team
Rod has been in financial services since 2009. Prior to going into business for himself, he worked in marketing and finance with several small businesses. He had the opportunity to purchase an existing furniture business in 2007, just prior to the Great Recession. The experience of struggling to stay afloat amid difficult economic conditions inspires Rod every day in his efforts to educate and assist his clients in implementing sound financial strategies. He strongly advocates for establishing a firm foundation, utilizing proven strategies and financial tools to create a strong base upon which we can each build our financial house.
In addition to focusing on Infinite Banking, he has expertise in retirement income planning. Rod has a bachelor's degree in Marketing Communications, and an MBA with an emphasis in Entrepreneurship. He and his wife Jodi are the proud parents of 7 wonderful children. As a family they thrive on spending time exploring nature, playing games and doing projects together. He enjoys sports, music and reading.
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Recent Blog Posts
How to keep more of your money during tax season and make tax-free withdrawals.
What you don't know about the us tax system can hurt you.
Infinite Banking Radio: Special Guest - Ken McElroy, Principal of MC Companies and Rich Dad Advisor.
You can have it all: How to Enjoy the Retirement of your Dreams