Rodney Jarrell, CPA, CFP®, IAR
Rodney is a CERTIFIED FINANCIAL PLANNER™ professional with Lakeview Financial Solutions
and has been a Certified Public Accountant since 1981. After spending many years in
the financial industry where he helped hundreds of people with their life plan, he
moved into the retirement and college planning industry. Rodney became interested
in retirement planning when more and more of his college planning clients started
asking for help with their retirement plans. With diligent analysis and research,
he has helped many families navigate their way through the minefield of retirement
Rodney Jarrell has both a Bachelor's degree and a Master of Business Administration
(MBA) degree from Baylor University in Waco, Texas. He has been married to his wife
Janice for 39 years and has two children and one grandson. His daughter Kirsten is
a Doctor of Audiology in Rowlett and his son Mark is an Integration Architect in Austin.
Stephen Stetz, CFP
Steve was born in Kansas and also lived in Oklahoma before moving to Texas in 1992.
He began at Fidelity in April of 2011. After advancing through various roles, he joined
the Portfolio Advisory Services team as an assigned relationship manager in August
of 2014. On a daily basis, he engages in discussions around service, investment planning,
retirement planning, estate and tax planning, trusts, and charitable giving to ensure
loyalty and satisfaction. Throughout his tenure at Fidelity, he has been consistently
recognized for his performance and leadership. He has also served as a mentor to newer
representatives where he helped his peers succeed in their role and increase their
knowledge of the financial markets. Steve became a CERTIFIED FINANCIAL PLANNER in
July 2014, along with his certification he also holds the FINRA 7, 63, Texas Life
& Health, and Texas P&C licenses. He received a B.B.A. in Management in 2005 from
Texas Tech University. After working for 3 years, he went back to attend graduate
school in August of 2008 where he received a joint degree consisting of a MBA and
a Masters of Science in Personal Financial Planning graduating in December 2010. Steve
is a member of the Dallas Financial Planning Association and has attended FPA annual
conferences in Anaheim, CA and Denver, CO. He and his wife Allison just celebrated
their 7th wedding anniversary and they have a son named Mason with another baby boy
due in January of 2015. Outside of work, Steve enjoys spending time with his family,
being outdoors, and watching sports.
To view a short video of Stephen Stetz click here.
Brandon Truitt, CFP
Brandon has worked at Fidelity Investments for over ten years in a variety of leadership
and individual producer roles, most of which have focused on high net worth investors.
Currently he manages about 15 Guidance Associates with Fidelity's High Net Worth Workplace
Guidance Team. The team address a myriad of investment issues specializing in various
employee benefit plans like, DC plans, DB plans, company stock and option plans, and
employer insurance programs as well as all of Fidelity's personal investing products,
accounts, and services.
Brandon passed his CFP on the first attempt and attributes 100% of his success on
the exam to the preparation provided Ken Zahn's curriculum. Brandon is currently
working towards a Master's of Science in Financial Planning to go along with his Bachelor
of Arts in English and Philosophy from Texas A&M University in College Station, Texas.
Brandon attended high school at McNeil High School in Round Rock, Texas, where he
played football, soccer, and tennis and was both a National AP Scholar and a National
In his spare time Brandon likes to read, write, play tennis, and work on home improvement
To view a short video of Brandon Truitt click here.
Richard Winters, CFP®, CMFC®, CRPC®, AAMS®
Richard Winters has over 20 years in the financial services business. He spent 15
years with Fidelity Investments before joining RAA, a RIA firm that has over 2,500
clients across the nation. Richard's primary role is client relationship with an emphasis
in financial planning, portfolio construction, and investment management. Richard
earned a BA in Business from Westminster College and holds the Chartered Retirement
Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), and the Accredited
Asset Management Specialist (AAMS®) designation from the College of Financial Planning.
Richard served four years with the US Army Rangers - 75th Ranger Regiment.
His spare time is spent with his wife and his son and two daughters. They love to
hike, camp, ski- anything outdoors and doing it together.