Broker Check

Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

James F. Rodd, ChFC®

Financial Advisor

(513) 332-9981

(513) 621-9300

jrodd@financialguide.com

Jim Rodd is a Financial Advisor at WestPoint Financial Group. He entered the financial services industry in 1984 after graduating from the University of Cincinnati where he received a Bachelor of Business Administration degree in Finance and Quantitative Analysis. In 2011, he earned his ChFC designation from The American College.

Jim primarily works with pre-retirees, retirees and their families.  He helps them accumulate wealth to meet their personal and legacy goals.  Jim's services include:  Estate Planning, Retirement Planning, Investment Management Services and Risk Management.

Jim has been a resident of the Cincinnati area for over 30 years and currently lives on the west side of the city with his wife, Susan.


Jim Rodd is a registered representative of and offers securities & investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 8044 Montgomery Road, Suite 620, Cincinnati, OH 45236 (513) 621-9000.

Jeff Rodd, FSCP®, CFP®

Financial Advisor

(513) 332-9980

(513) 621-9300

jeffreyrodd@financialguide.com

Jeff Rodd is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients.

Jeff prides himself in working with clients to provide appropriate solutions to their financial concerns. Jeff’s services include being a resource for clients to accumulate and distribute retirement assets, college savings, risk management solutions, and investment management services.

Jeff is a 2013 graduate of the University of Cincinnati where he received a Bachelor of Business Administration,
majoring in Finance.

In his spare time, Jeff enjoys traveling with his family, golfing, playing tennis and returning to his alma mater where he attends most Bearcats football and basketball games.

Jeff Rodd is a registered representative of and offers securities & investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 8044 Montgomery Road Suite 620, Cincinnati OH 45236 (513) 621-9000.

Sandy Carter

Marketing Assistant

(513) 332-9983

(513) 621-9300

SCarter@financialguide.com

Sandy has been Marketing Assistant with The Rodd Advisor Team since 2006.  She helps one-on-one with clients and their servicing needs.  Sandy brings marketing/administrative experience from her 15+ years with Procter & Gamble.