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.
President / Principal Wealth Advisor
Joshua A. Rudd, our 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...
Jack Herr is our Capital Markets Associate and has worked at The Rudd Company since September 2016. His primary responsibilities are assisting with both trading and research for the firm’s investment decisions. Jack graduated...
Client Service Manager
Morgan brings over 10 years of customer service experience to the team and enjoys every opportunity to engage with our clients. As our Client Services Manager, Morgan is responsible for ensuring that every client receives exceptional...
Brandy is our operations specialist and provides the trading operations with support. Brandy has strong experience in the banking industry and attended Hill College as well as the University of Texas at Arlington. Brandy resides in...
Aubrey is our Client Services Administrative Assistant. She is the first face you will see and speak to at The Rudd Company, Aubrey is a lifelong resident of Fort Worth. She attends the University of Texas at Arlington and is pursing a...
Retirement Plan Specialist
Director of Human Resources
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.