Rodney Smith

Wealth Management Advisor


A passionate leader with integrity and a strong work ethic utilizing a superior skill set made up of over 27 years of experience in the non-profit industry. Adding to his life of service, Rodney joined the financial planning & insurance industry and utilizes his experience of working with professional athletes, major donors, corporate giving, family foundations, and charitable divisions to help clients leave a legacy, protect their estate and enlighten clients regarding their asset protection options, wealth replacement strategies and charitable giving considerations.

As a former 3-year starter for one of the premier college football programs in the country, the Nebraska Cornhuskers, under legendary coach Tom Osborne, and his short stint with the NFL under coaches Mike Shannahan and Marty Schottenheimer, Rodney has learned the discipline, dedication and structure necessary to succeed. His leadership in the non-profit industry has allowed two of the organizations he founded to serve over 160,000 at-risk children and over 75,000 military children and families of the fallen, wounded & /

The goal is to simplify and streamline processes for clients utilizing a team of advisors and experts that work hand-in-hand with clients to ensure their current and future financial and insurance strategies are in line with their objectives in life. Rodney is dedicated to developing strategies for companies, organizations, athletes and affluent clients that will allow them to leave a lasting impact that aligns with their individual, family and philanthropic goals.