Rodney Van Belle

Client Advisor

Rodney brings a big-picture perspective to client meetings, but he’s always mindful of the details required to execute on financial plans. Having worked in operations management and client services, Rodney excels at making sure all the t’s are crossed and i’s are dotted before moving ahead. A big believer in full-service financial planning, Rodney thinks investments are just one piece of a much bigger puzzle he loves to help clients solve.

Designations and Education

  • CERTIFIED FINANCIAL PLANNER™ certification

  • B.A. in Business Administration
    Central Washington University