Rodney Cook II, CFP^®

Rodney is the firm's Director of Financial Planning. He is a Certified Financial Planner™ with his series 7, 66 FINRA registrations and holds both life and health insurance licenses.  

He received his bachelor’s degree in business administration from Linfield College in McMinnville, Oregon, and continued his pursuit of higher education at Warner Pacific College in Portland, Oregon where he received his master’s in management and organizational leadership.

Rodney, his wife Kira and son Makaih, are native Oregonians who are passionate about the outdoors including, trail running, biking, stand-up paddle boarding, skiing, and CrossFit.

Rodney is passionate about volunteering in our community.  He helps lead the Finance Committee for the Central Oregon Community College Foundation and is an active board member for the Boys & Girls Club of Bend. He’s a mentor for new Certified Financial Planners around the country, a 2017 graduate of Leadership Bend and a member of the City Club of Central Oregon. In his free time, he enjoys coaching young athletes in the Central Oregon Track Club. The best way to describe how Rodney approaches life is by his favorite quote from the late Zig Ziglar, “You will get all you want in life, if you help enough other people get what they want.”