Broker Check

Our Values

We want to help you benefit from your hard work. At Rooted Financial, we make sure trust and integrity flow through all aspects of our practice.

Our Services

Our Services

Our most important consideration? You. We work with you to create financial plans tailored to your needs and believe in preparing for all of life's curveballs.

Learn More
Teamwork

Teamwork

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.

Learn More
<p>Should You Borrow from Your 401(k)?</p>

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
<p>Protection Against Uninsured Drivers</p>

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Learn More
<p>Disability and Your Finances</p>

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have A Question?

Thank you!
Oops!