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Our Team

At The Rudd Company, we have the client—and only the client—in mind.

Our firm boasts a team of highly skilled and trained investment professionals that work to create a tailored plan designed around your financial goals. With a passionate and goal oriented culture, we provide the opportunity for personalized service and direct access to our investment team. We also work with a network of highly qualified tax and legal professionals to ensure a seamless approach to managing your wealth.

No one strategy fits everyone, which is why every client receives our undivided attention, from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives using a variety of tested strategies.

Joshua A. Rudd

President / Principal Wealth Advisor

Joshua A. Rudd, President and Principal Wealth Advisor, started in the financial services industry in 1999. He began his professional career in investments as a securities trader with the Associates First Capital Corporation in Las...
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Jack Herr

Capital Markets

Jack Herr, our Capital Markets Associate joined our team in 2016. His primary responsibilities include investment research, trading, and supporting the firm’s investment policy decisions. Jack also oversees the firm’s...

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Morgan Lindquist

Client Service Manager

Morgan Lindquist, our client service manager brings over ten years of customer service experience to the team. She enjoys every opportunity to engage with our clients. As our Client Services Manager, Morgan works hard to ensure that we...
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Nicholas Rice

Retirement Plan Specialist

Nick Rice, our retirement planning specialist joined our team with a background in sales and business development. He enjoys helping our private clients and 401k plan participants work towards their financial planning goals. Nick is...
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Anna Donachie

Operations Specialist

Anna Donnachie, our operations specialist comes from a background in Wealth Management support in the oil and gas industry. As our Operations Specialist, Anna supports daily operations for the firm and works closely with our Capital...

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Jennifer Rudd

Director of Human Resources

Jennifer Rudd, our Director of Human Resources joined the firm in 2009 and has over 20 years’ experience in the HR field. She also assists in the development and support of the firm's Marketing and HR initiatives. Prior to...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.