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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, 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...

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Jack Herr

Capital Markets

Jack Herr is our Capital Markets Associate. His primary responsibilities are assisting with both trading and research for the firm’s investment decisions. Jack is a graduate of Texas Christian University and majored in finance....

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Morgan Lindquist

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...

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Nicholas Rice

Retirement Plan Specialist

Nick is our financial planning associate and enjoys working with our clients and 401k plans. He joins us our team from

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Jennifer Rudd

Director of Human Resources

Jennifer, has been involved with the firm since the founding in 2009. She assists in the development and and support the firm's Marketing and HR initiatives. Prior to joining The Rudd Company, LLC she worked in the Marketing and Human...

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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.

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