Hello! I'm Rodney.

Over 30 years ago, I started my career in financial services with a simple belief: every family deserves an expert in their corner — someone who understands not just the products, but the real people and real stakes behind every financial decision.

I've spent those three decades building expertise across Medicare health solutions, life insurance, annuities, Social Security optimization, estate planning, and business benefit strategies. I'm licensed in multiple states nationwide and keep that knowledge current through ongoing education and market monitoring.

But credentials are just the foundation. What I'm most proud of is the relationships. Clients who came to me when they were first approaching 65 and Medicare eligibility — and who I've now helped plan their estates and Social Security strategies for retirement. Families who started with a life insurance policy and ended up with a comprehensive financial plan.

I'm married to my best friend — going on 38+ years — and we have two wonderful adult children. I understand what you're protecting. I understand that the decisions we make together aren't abstract financial transactions. They're about your family's future, your peace of mind, and the legacy you want to leave behind.

At Legacy Wealth Services, I've built an integrated approach that's rare in this industry. Rather than a single-product agent who can only offer you what they carry, I maintain relationships with dozens of top carriers across Medicare, life insurance, annuities, and more — which means my only loyalty is to finding the right fit for you.

I work with Americans ages 58–75 who are navigating the most important financial transitions of their lives. Medicare enrollment. Social Security timing. Retirement income planning. Estate preparation. These aren't paperwork exercises — they're the decisions that determine how comfortably and confidently you live the rest of your life.