Michael Rodenbaugh

Michael A. Rodenbaugh,

CFP®, CEPA®, CIMA® First Vice President, Wealth Management Wealth Advisor

Mike is an experienced wealth advisor who has worked in the wealth management industry for 30 years.

Over the years, he’s helped a variety of people, with a particular focus on successful families, entrepreneurs and automotive professionals. He also has a strong track record of helping women who have found themselves in need of assistance to help gain control of their financial lives.

“Many of my clients have been with me for a long time, and in many cases, I now also work with their family members and others who they’ve introduced to me,” Mike says. “I'm pretty relatable and easy going, which I believe tends to make my clients more comfortable about talking about money issues and major life events.”

He serves as a financial quarterback for his clients, coordinating with their tax and legal professionals to help find the most efficient path to his clients’ objectives.

Mike is also dedicated to keeping his clients well informed, educating them on financial topics that may be of interest or relevance to them. “I try to make complex things simple,” he adds.

“Trust is paramount,” Mike adds. “Clients expect me to act with integrity and care about their financial well-being. I am dedicated to being the best financial professional I can.”

Mike earned several professional credentials that help him serve the specific and complex needs of his clients. As a Certified Financial Planner professional, he holds one of the most respected financial planning credentials. It is also the recognized standard of excellence in personal financial planning.

In addition, he is a Certified Exit Planning Advisor who works closely with business owners to have value-added conversations around growing and selling their business. He is also a Certified Investment Management Analyst. This designation shows that he is skilled in investment analysis and portfolio construction. He holds a BBA in finance from the University of Texas at Arlington and today serves as a mentor to students who are currently enrolled.

Mike is dedicated to supporting others in his community as well, including womens’ shelters, military veterans, first responders and animal shelters. He has also served on school boards and participates in fundraising for scholarships for present and former pediatric patients as well as cancer research through the Snowdrop Foundation.

Mike was born in Southern California, but was raised in Arlington, Texas, where he has lived for most of his life. He is happily married to Linda, his high school sweetheart of 30 years. They have three children, Matthew, Madeline and Marisa who are grown and independent. In his free time, Mike enjoys running in charity marathons, hiking, professional soccer, college football, live concerts and traveling our great nation and beyond.

Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.