Rodney’s mission is to understand each client’s unique needs and goals and to create a personalized plan that helps them retire with confidence. With more than 25 years of experience in the Retirement Planning and Financial Services industry, he is passionate about helping clients build lifetime income—often called Personal Pension Plans—while protecting and growing their assets.

In earlier years, Rodney helped families balance the cost of their children’s college education without sacrificing their own retirement goals. 

As a Certified Long-Term Care Specialist, he spent over a decade serving as a Senior Advisorwith the North Carolina Senior Citizens Association and the American Senior Citizens Association, where he worked with seniors to protect and grow their retirement savings while preparing for the potential costs of long-term care.

Rodney and his wife, Tonya, met while attending Appalachian State University, where he earned degrees in Finance and Risk Management and Insurance. They are proud parents of two children and grandparents to one grandchild. Outside of his professional life, Rodney is a musician who enjoys singing and playing guitar and ukulele, performing both locally and online.