“I genuinely enjoy helping people with their finances. Witnessing firsthand the positive effect I can have on someone’s life, and helping them work toward their goals, is incredibly rewarding.”
As a Financial Advisor, Roddy offers comprehensive financial planning and wealth management, with a focus on helping clients simplify complex decisions and move forward with clarity and confidence. He brings over a decade of experience guiding individuals and families through the financial planning process. He has had the privilege of advising clients at every stage of life, from young professionals building a foundation to retirees navigating legacy and distribution strategies.
He earned his Master’s degree in Personal Financial Planning from Texas Tech University and became a CFP® practitioner in 2016. Outside the office, Roddy enjoys spending time with his wife and kids, coaching and playing soccer, and traveling.