Rod is the President of Stonebridge Financial Advisors. He has 33 years of experience in the financial services industry, with corporate and individual clients across 29 states. He is responsible for all aspects of the advisor client relationship, including client development, retirement plan design and asset management. He is a Board Certified Financial Planner with a Master's Degree in Financial Analysis.
Qualifications:
- 33 years of experience
- Osaic Wealth Masters Club since 2017
- Certified Financial Planner Professional since 2001
- Iowa State University, BA Finance 1993
- Master in Financial Analysis since 2001
- Expert Witness in financial court hearing 2010-2011
- Series 6, Series 7, Series 63 Series, 65 Licensed
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