Rodney M. Loesch CFP®

Rodney earned an undergraduate degree in Economics and an advanced degree of Juris Doctorate (non practicing), completing the curriculum for the CERTIFIED FINANCIAL PLANNER™ mark, he earned this certification in 1996.

Having over 37 years’ experience in the financial services industry Rodney has been active in the Financial Planning Association, particularly in the local Kansas City Chapter.  He has served in leadership positions such as President, Chairman of the Board and Board of Directors member. 

His passion is in financial planning for retirees and pre-retirees, with a constant personal search to learn the latest trends and techniques.
Active in his church and community, he serves on many local boards and commissions. His passion for golf plays out as rules official for USGA, NCAA, and statewide amateur events. He and his wife Shirley are residents of Lee’s Summit.