Rebecca Dodge is a CFP® and CFA® with seven years of industry experience. She has worked at Brian D. Lowder, Inc. since 2019 and previously spent four years at Brandes Investment Partners. Brian D. Lowder, Inc. provides fee-only financial planning and investment management services to individuals, families, trusts, corporations, and charitable organizations. The firm customizes investment portfolios based on client objectives and risk tolerance, employing a core-and-satellite approach with ongoing portfolio monitoring.

Michael Kinnear is a CFP® and CFA® with 22 years of experience in financial advising. He has been with Brian D. Lowder, Inc. since 2002. The firm offers fee-only financial planning and investment management to individuals, families, trusts, corporations, and charitable organizations. It serves a diverse client base, including high-net-worth individuals and institutional clients, and employs a tailored investment approach focused on fundamental analysis and a core-and-satellite portfolio strategy.

Brian Lowder is a CFP® and CFA® with 28 years of industry experience. He has been the principal of Brian D. Lowder, Inc. since 1991. The firm provides fee-only financial planning and investment management services to individuals, families, trusts, corporations, and charitable organizations. Brian D. Lowder, Inc. serves a diverse client base including high-net-worth individuals and institutional clients such as corporate pension plans and endowments. The firm develops customized Investment Policy Statements for each client, focusing on fundamental analysis, diversification, and a core-and-satellite investment approach with ongoing monitoring and quarterly reporting.