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.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
