Investment Consultant | Financial Paraplanner Qualified Professional™ | Director of Marketing
Rhonda joined Bagby Wealth Management in 2004 and currently has over 15 years of experience
helping serve clients with their financial needs. Before beginning her career, Rhonda attended
Southeast Missouri State University where she earned a Bachelor of Science Degree in Business
Administration where she majored in Office Administration and a minor in Marketing in 1984. After
joining the Bagby Wealth Management team, Rhonda continued to advanced her career by
becoming a Financial Paraplanner Qualified Professional™ through the College for Financial
Planning. She also completed additional courses in Finance through Missouri State University.
As a Series 65 licensed Investment Advisor Representative and Financial Planner, Rhonda
specializes in providing investment advice and financial planning to her clients. She delivers
knowledgeable guidance in the areas of retirement planning and estate planning. She devotes her
time to analyzing critical client account data, preparing projects and conducting financial product
and investment research. Utilizing her expertise in the field of marketing, she also serves as the
Director of Marketing for the firm.
Rhonda resides in Dexter, Missouri where she and her husband Gary raised their two sons, Eric
and Landon. A native to Dexter, Rhonda enjoys giving back to her community. She served on the
Board of Directors of the Dexter Chamber of Commerce after successfully completing the required
course of study and being awarded the Dexter Leadership Certificate. Rhonda is a member of
First Baptist Church in Dexter where she served as the Chairperson of the Insurance Committee.
Rhonda enjoys fishing, hunting, camping with her family and friends and spending time with her
Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered services marks of the college for Financial Planning in the United States and/or other countries.