Finally, One Advisor
for Every Stage of
Your Financial Journey.
Live Healthy. Build Wealth.
Leave a Legacy.
Every client has a different starting point. Choose the door that fits where you are today — Rodney handles the rest.
Not sure which fits you? Call Rodney at 503-832-8555 — 5 minutes is all it takes.
Your Business Could Be Overpaying the IRS by $40,000+ Per Year
- ✓ IRS-approved strategy — no risk, no gimmicks
- ✓ Businesses with 5–500 employees save an average of $620 per employee per year
- ✓ See your exact savings in 60 seconds — no appointment needed
for qualifying businesses
Turning 65? Don't Guess on Medicare.
Join Rodney for a free 60-minute Medicare Masterclass — live every Thursday at noon. Learn what plans cost, what they cover, and how to avoid the 5 most expensive enrollment mistakes.
Spots fill up fast — register now
The Strength of a National Network.
The Care of a Local Advisor.
Access to Dozens of Top-Rated Carriers
As independent advisors, we're not tied to any one company. We compare the nation's leading carriers to find the right fit for your unique situation.
Medicare Carriers
Life Insurance, IUL & Final Expense
Fixed Index Annuities
Ready to find the right carrier for your needs?
Get a Free Comparison
No Confusion.
No Sales Pressure.
Just Clarity.
- How to enroll in Medicare confidently — even with zero prior knowledge
- Why going it alone is the most expensive way to make a coverage decision
- The exact questions to ask that reveal whether your current plan is costing you money
- How to keep your preferred doctors and specialists after you enroll
- What an independent, multi-carrier agent can do that a captive agent cannot
Personalized, Not Generic
Your consultation is built around your specific medications, doctors, budget, and health situation — not a one-size-fits-all script.
Local, Oregon Expertise
We know which plans have the strongest Oregon networks, and we monitor every carrier change so your coverage never quietly gets worse.
Annual Reviews Included
We re-evaluate your coverage every open enrollment — because plan benefits change every year, and we make sure you always have the best one.
We Work for You
As independent agents, we compare every available carrier. Our only loyalty is finding what's right for your family — not what pays the highest commission.
Hello! I'm Rodney.
With 30+ years of business experience and a license earned in 2018, I've built my career on one belief: every Oregon family deserves an expert in their corner — someone who knows the products, knows the pitfalls, and genuinely cares about the outcome.
I'm based in Oregon, but serving clients nationwide, and bring deep expertise across Medicare, life insurance, annuities, Social Security, and estate planning. But credentials aren't what define this work. Relationships do.
Married for over 38 years, proud father of two adult children — I understand what's truly at stake in every conversation we have.
Resources & Partners
Client Stories
What Our Clients Are Saying
Real clients. Real outcomes. See what working with Rodney looks like.
★★★★★
"I was turning 65 and completely overwhelmed by Medicare. Rodney sat with me for an hour — no pressure, no jargon — and helped me choose the right plan. I saved over $800 a year compared to what I almost signed up for."
Diane M.
Medicare Client · Portland, OR
★★★★★
"I highly recommend Rodney! I turned 65 last year and was stuck trying to figure out my Medicare options. Rodney helped me through the whole process and got me the perfect plan I needed. He continues to provide any support I need. Call him today!"
Nels Roinas
Medicare Client · Tacoma, WA
★★★★★
"I was terrified of outliving my savings. Rodney set me up with a fixed index annuity that guarantees income I cannot outlive. I sleep better than I have in years. I finally feel like my retirement is actually planned."
Susan K.
Annuity Client · Gresham, OR
★★★★★
"I have known Rod for well over 30 years — he and his wife are awesome people. He helped me set up my will and trust, and when I had him look at my insurance, he saved me over $115 a month. So very thankful."
Teri Bjorkland
Estate Planning & Insurance Client
Ready to write your own success story?
A free 20-minute call could uncover savings, income, or protection you didn't know you had.
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Book Your Free Consultation
with Rodney
Tell us a little about your situation — Rodney will reach out within one business day.
— Or pick a time right now —
Schedule Your Free 30-Minute Session
No obligation. No sales pressure. Just clarity on your next best step.
Stay Informed on Medicare & Retirement
Quarterly updates on Medicare changes, Social Security strategies, and financial planning insights — curated by Rodney.