RCA Wealth Strategies LLC

Michael Rood is a financial advisor at RCA Wealth Strategies LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America, Insight Insurance Partners, and Ameritas Life Insurance Corp. In addition to his advisory role, he is an independent licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, focusing on educating federal employees about their benefits. RCA Wealth Strategies LLC manages approximately $54.7 million for around 221 clients through a three-advisor team, offering portfolio management to individuals, business entities, and retirement-plan sponsors. The firm combines fundamental analysis and modern portfolio theory with core passive allocations and tactical active adjustments, providing tailored investment solutions that include mutual funds, ETFs, fixed income, real estate funds, structured notes, and insurance-based products.

Jace Champlin is a financial advisor at RCA Wealth Strategies LLC with 18 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining RCA Wealth Strategies in 2021, Champlin worked at several financial firms including Securities America, Inc., Insight Insurance Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he is a licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, where he educates federal employees on their benefits. RCA Wealth Strategies LLC is a small advisory firm serving individuals, business entities, and retirement-plan sponsors, managing approximately $54.7 million for about 221 clients. The firm combines fundamental analysis and modern portfolio theory with a core passive allocation and tactical active management, offering financial planning, discretionary and non-discretionary portfolio management, and access to insurance and annuity products.

Kathleen Sanford is a financial advisor with RCA Wealth Strategies LLC in Huntsville, AL, holding Series 63 and Series 65 licenses with 20 years of industry experience. Her prior roles include positions at Redhawk Wealth Advisors, MML Investors, MassMutual Life Insurance Co, MSI Financial, and METLIFE Securities Inc. Outside of her advisory work, she is involved in educating federal employees on retirement benefits through the Federal Benefits Information Center and provides estate planning coordination services with Legacy Lock. RCA Wealth Strategies LLC manages approximately $54.7 million for about 221 clients, offering portfolio management and financial planning to individuals, business entities, and retirement-plan sponsors. The firm combines fundamental analysis and modern portfolio theory with both passive and tactical active investment strategies, tailoring recommendations to client goals and risk tolerance.