Timothy Rodgers – CFP™

As founder and CEO of Nova R Wealth, Tim takes a very hands-on approach to developing and implementing strategies that serve the complex needs of individual clients, families, and business owners.

Tim’s financial services expertise was honed over 30 years in leadership roles at Wells Fargo Advisors and AG Edwards, and his personal reputation is built on a passion for portfolio management, investment research, and financial and retirement planning. At Nova R Wealth, Tim created a smaller independent environment that enables close client contact as he puts his wealth of knowledge to work for you.

Tim attended the University of Missouri-Kansas City School of Business and is a Certified Financial Planner™. An active member of his community and dedicated to giving back, Tim is a long-standing member of both the Shawnee Mission Medical Center’s board of directors and the hospital’s Foundation Board.

Tim lives in Louisburg with his wife Susan, together they have raised three sons. Tim enjoys spending time outdoors with his family, playing tennis, and restoring classic cars.

Contact: 913-225-9202 or trodgers@novarwealth.com

Billi Wood – Office & Operations Manager

Every organization needs a utility player, and Nova R Wealth has that with Billi. Billi fills vital roles that keep the company functioning smoothly and ensure the best possible client experience, including Office Manager and Head of Operations.

Billi comes to Nova R Wealth with extensive financial industry experience. She served as a client associate at Wells Fargo Advisors, where she worked with Tim, and in the same role at Wachovia. She also has experience as a financial assistant at AG Edwards, and as an estate planning paralegal at Parman & Easterday.

Billi earned a degree in business management from Wichita State University. She lives in Overland Park with her two children, and enjoys home decorating in her spare time.

Contact: 913-225-9203 or bwood@novarwealth.com

Eric Rodgers – VP, Operations

Providing the best experience to our clients starts with a solid but agile operating model, and at Nova R Wealth Eric leads the way. Eric’s expertise in technology systems and process optimization enables the creation and maintenance of a business engine that adapts as the world changes, but serves as the stable foundation for our superior client services.  Eric also serves as the firm’s head of compliance.

Before joining Nova R Wealth, Eric spent 10 years with VanBecelaere Machine Works, where he worked as a manufacturing engineer designing fixtures, developing new operational systems, and creating and improving processes.

Eric graduated from Pittsburg State University in 2007 with a degree in Manufacturing Engineering Technology.

Eric lives in Overland Park, Kansas and spends his free time motorcycling and creating unique metal projects.

Contact: 913-225-9207 or erodgers@novarwealth.com

Katie Yates –Client Service Associate

As a Client Service Associate, Katie opens and maintains customer accounts and services our clients in a professional and friendly manner. She responds to customer inquiries and resolves problems, including providing reports and research to financial advisors as needed. Before joining the Nova R team, Katie worked as a Revenue Analyst at Commerce Bank. Before that, Katie worked as a Chargeback Specialist at TransFirst in Broomfield, CO.

Katie graduated from the Metropolitan State College of Denver in 2010 with a major in Human Development and a minor in Sociology. She lives in Overland Park, Kansas with her husband, Chris, and their children, Gavin and Tenley. She enjoys spending her free time with her family, as well as running and traveling.

Contact: 913-225-9206 or kyates@novarwealth.com

Jonathan Rodgers –Client Service Associate

As a Client Service Associate at Nova R Wealth, Jonathan strengthens our client service by providing our advisors and their clients with detailed reporting models, retirement plans and providing investment research.

Jonathan graduated with a Bachelors of Business Administration degree from the University of Missouri-Kansas City with an emphasis in Entrepreneurship. He is a two-time conference champion for his University’s Men’s Tennis Team. He received distinctions from the Commissioner’s List of Academic Excellence and the Summit League Academic All-League Team.

Jonathan lives in Overland Park, Kansas, where he spends his free time with his family and friends. He enjoys the outdoors, especially while fishing and enjoying Royals games.

Contact: 913-225-9205 or jrodgers@novarwealth.com

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