Rodney Wendt
Wealth Advisor
Rodney is a Wealth Advisor in Aiken, SC and works directly with Jeff Powell. Prior to joining Cornerstone in 2022, Rodney worked as a Junior Advisor with a focus on Retirement Planning, Portfolio Construction, and Tax Reduction Strategies. Whether the goal is Debt Reduction, Financial Planning, or Wealth Accumulation – Rodney enjoys working closely with clients to define and achieve their objectives. In his free time, Rodney and his fiance Emilee can be found walking trails along the river with their bloodhound, ‘Hank.’ Rodney also enjoys playing golf, exercising, cooking, and traveling.
Areas of Focus
Goal-Based Financial Planning
Retirement Planning
Portfolio Construction
Strategic Withdrawal Strategies
Tax Reduction Strategies
Education
Augusta University Bachelor of Science – Major in Finance, Minor in Economics
Professional Credentials
Series 66 – Uniform Combined State Law Exam
Insurance
Life, Accident and Health