Rod is the President and a Senior Financial Advisor. Get to know Rod.

At SYM

Rod oversees SYM’s broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans.

Credentials

Bachelor of Science in Economics, with Merit – U.S. Naval Academy

Master of Business Administration -University of Chicago, Booth School of Business

CERTIFIED FINANCIAL PLANNER™

Community

Co-founder, Tri Kids Try youth triathlon

Rod’s Words to Live By

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”

-Theodore Roosevelt

Personal Pursuits

Rod enjoys his family, fitness, and challenging the mind and body. Rod plans to devote more time to Habitat for Humanity in retirement.  He also enjoys being a volunteer reader to school-aged children.