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Words to Live By
The best way to predict your future is to create it.
Abraham Lincoln
Client Experience Professionals
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About
Rod has over 15 years of experience advising high-net-worth individuals, families, and institutions. He takes pride in building meaningful relationships with his clients and focuses on understanding each client’s unique needs to deliver comprehensive wealth planning and investment advice.
Prior to joining Farther, Rod was a Senior Director at BNY Mellon Wealth Management and an Executive Director at JP Morgan Private Bank in New York and Chicago. Rod began his career on the institutional side at Investment Consulting Services, LLC, where he advised on Taft Hartley Plans.
Rod and his wife, Caitlin, reside in Crystal Lake, Illinois, with their three sons. They enjoy staying active, traveling, and hosting family and friends.