My goal is to build trust with my SD clients to maintain the tradition of long-lasting, mutually beneficial relationships.
Rhonda joined Schneider Downs in January 2023 with 7 years of experience as a Compliance Specialist in the retirement services industry. Her duties include compliance testing services, trust reconciliation, and preparation of tax forms associated with qualified retirement plans for SD Retirement Solutions clients. Her 12-year background in banking and billing has strengthened her research skills, attention to detail, and love for numbers, which she uses to provide quality customer service to all clients.
A native of Mobile, AL, Rhonda currently lives in Fort Worth, TX with her three young adults. She is also a full-time momager: chauffeuring and supporting her teen daughter Gabi with numerous dance performances, assisting her college student Jordyn with planning her professional career, and encouraging her adult son, Jamari, to pursue his passion/purpose. When she is not working for SD or managing her young adults’ lives, she makes time to read, watch movies, or travel with friends and family. Her most memorable moments are swimming with dolphins in Cabo San Lucas, Mexico, ATV driving in the Las Vegas mountains, and her extended family trip to Honolulu, HI.
B.S. in Business, Bellevue University
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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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