Michael A. Rodenbaugh,
CFP®, CEPA®, CIMA®
First Vice President, Wealth Management
Wealth Advisor
Mike, a lifelong advocate for proactive planning and purposeful decision-making, is passionate about helping clients transform their life’s work into a lasting legacy. With more than three decades of experience in wealth management, he has dedicated his career to guiding successful individuals and families through the critical phases of building and maximizing their financial goals.
Mike serves as a trusted financial quarterback – coordinating seamlessly with clients’ legal, tax, and business advisory teams to design holistic strategies that support long-term success and post-exit wealth sustainability. Mike’s strength lies in simplifying complex financial matters and crafting actionable, personalized plans aligned with each client’s vision and timeline. As a Certified Financial Planner® Professional (CFP®), Certified Exit Planning Advisor (CEPA®), and Certified Investment Management Analyst (CIMA®), he brings together technical knowledge, strategic insight and real-world experience to guide entrepreneurs, business owners, and families through every stage of building and preserving wealth.
He also works closely with entrepreneurs to identify growth opportunities, increase enterprise value, and align business planning with wealth objectives. His exit planning expertise helps owners prepare for timely, tax-efficient, and meaningful transitions – whether selling to a third party, transferring to family, exploring employee ownership, or private equity options.
Mike was raised in Arlington, Texas. He still resides there with his wife, Linda. High school sweethearts, they have been married for over 32 years and together raised three children – Matt, Maddy, and Marisa. Deeply committed to giving back, Mike volunteers with the College of Business at the University of Texas at Arlington, mentoring upperclassmen majoring in finance and accounting.
Mike actively supports causes close to his heart, including veteran’s initiatives, women’s shelters, first responders, animal welfare, and childhood cancer research with funding through the Snowdrop Foundation. Outside of work, you will find Mike traveling, hiking, attending concerts, or cheering on his favorite college football team, the Texas Longhorns, as well as his favorite professional soccer team, Chelsea.
- BBA in Finance - University of Texas at Arlington
- Certified Financial Planner® (CFP®)
- Certified Exit Planning Advisor (CEPA®)
- Certified Investment Management Analyst (CIMA®)
*Private markets and alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund's prospectus, which is available from your financial advisor.
Diversification and asset allocation do not ensure a profit or protect against a loss.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
