Jim has also earned the AIF® designation. Accredited Investment Fiduciary, (AIF), designees have successfully completed a specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies. He has a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. Jim has a BBA in Accounting from the University of Texas- Arlington.
Jordan enjoys partnering with people to solve their unique wealth management needs and brings and enthusiastic teacher’s heart to client education. Jordan and her husband Trent live in Fort Worth with their two dogs, Zissou and Tonks. She enjoys good coffee, board games, and camping.
Carrie has been involved in marketing and sales for over 20 years. At PRC, she is responsible for all aspects of marketing our retirement plan services from printed material to social media. Prior to joining PRC, she worked with American Airlines and Optigraphics. Carrie graduated from East Texas State University with an BS in Printing.
Marilyn Zehntner is the Chief Operating Officer, and Chief Compliance Officer for Rhodes Securities, Inc. Marilyn runs the office and manages First Clearing. She supervises the support staff and ensures that all the rules and compliance of FINRA and FCC are followed. Marilyn is a registered principal with the following FINRA license registrations 7, 24, 4, 99, 63, 79
Jim G. Rhodes