He works with privately owned businesses, their owners, and tax sensitive individuals to maximize after tax income. In addition to his CPA license, he holds his Personal Financial Specialist designation and Series 7 and 66 licenses. Working as a principal with Carolina Wealth Management, LLC, an onsite wealth management firm, he is able to create an appropriate financial plan, manage that plan and navigate the tax liability related to the plan.
Rod’s experience in assurance services, centers around local governments, school districts, nonprofits, HUD and nonpublic companies.
Additionally, Rod holds a Certified in Financial Forensics designation, specifically for his work with litigation support for our clients. These engagements include damage calculations, family court marital asset addendum and financial declaration support, hidden asset recovery, and small business valuations.
In 2018, CPA Practice Advisor named him to their 40 under 40 CPAs and he is a 2015 graduate of the AICPAs Leadership Academy. Nationally, he serves on the National Accreditation Committee and the Student Recruitment Committee with the AICPA.
Rod was born and raised in Lexington, South Carolina where he graduated from Lexington High School. He received a Bachelor of Science degree in Accounting and Real Estate in 2006 from the University of South Carolina, and has been a member of the firm ever since.
Practice Areas
Personal and Business Tax Preparation and Planning
Governmental, Tax Exempt, and Non-Public Company Assurance Services
Financial Planning
Domestic, Civil, and Criminal Litigation Support
Credentials
Certified Public Accountant
Personal Financial Specialist
Certified in Financial Forensics
Professional Organizations
Member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants
AICPA Student Recruitment Committee Member
AICPA Leadership Academy 2015
SCAPA Young CPAs Leadership Cabinet Member 2010
Active Participant in the Lexington Chamber of Commerce
Former Vice Chair, Lexington Young Professionals
Civic
Treasurer for the West Columbia Police Officers Foundation
Treasurer for the Lexington Beautification Foundation
Past Member of the American Heart Association Heart Walk Executive Committee
