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Director, Estate Planning

With more than 20 years of experience working with high-net worth clients, Rodney co-leads the Advanced Planning Strategies Estate Planning Team.

Rodney joined ÃÛѨÊÓƵ in 2020 and has expertise in estate planning and wealth transfer. Prior to joining EFE, he held a senior advanced planning role at Fidelity Investments.

Rodney enjoys educating clients on estate planning topics, including federal and state estate tax strategies, trust planning, charitable giving and advanced estate planning techniques designed to increase estate transfer efficiency. He is driven to help clients understand key principles that may help them reduce costs, avoid the real-world consequences of not having the right estate plan and achieve their overall estate objectives.

Rodney earned a Bachelor of Arts degree in African-American studies from Bates College and a Juris Doctor from the New England School of Law. Along with his wife and two children, he lives in New Hampshire, where he is licensed to practice law.