Rodney Mogen, DBA, DFP, MFS, RFS, CRPC, AAMS, LACP, CLTC

Brokerage Director · Mass Mutual / Solve ur Puzzles · company speakers →

Rodney graduated from Macalester College, 1999, with a double major in Economics/Finance, minors Psychology/History/Art. He started off as a financial planner with Ameriprise/IDS-1999, grew a 500 client annual planning practice, went into management, and ran their financial planning unit. Rodney opened his own business as an Advisor Consultant/Small business specialist, SolveUrPuzzles, after being a sales manager and home office perosn with a couple companies. Rodney has built a strong advisor consulting practice as an expert in Advanced Life Insurance strategies, long Term Care, Disability Insurance, and Small Business Solutions helping advisers/agents protect thier clients. Rodney became a well known small business expert for start-ups and growth stage businesses, advising and working with incubators all over the country helping create a strong system and process by doing business plans and helping mentor structure and leaders. Rodney focuses on technology and systems and processes when coaching and working with advisers, helping them identify gaps in their business, processing and paying for over 50 policies a week, and stays on top of all the tools out there, and figures out ways to make them work. Rodney works with small business owners helping them write or re-write their business plans, organize their businesses correctly. He has written several articles on small business development, thinking, and planning. With his wife of 15 years, Myrta, Rodney also runs a non profit for physically abused children and battered/trafficked women to give them outlets. Rodney also sits on several boards including the NAIFA Texas board, the Red Cross of Austin, Red Cross of Texas, The National DBA Society, International Disability Insurance Society, Insurance Industry Government Regulations, and also the Norwegian Society of Austin Board.

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