BILTMORE WEALTH MANAGEMENT - Key Persons
Jodi is originally from Redlands, California. She moved to Arizona in 1996 after receiving her Bachelor of Arts degree in Psychology from the University of Redlands. Her first job out of college happened to be as a receptionist at a small Broker/Dealer in Phoenix, and her interest in the world of finance was born. From receptionist, she moved on to larger firms and earned various securities licenses, working in Customer Service, Operations, Compliance, and finally, Trading.
Jodi took a step back from the business in 2005 when her son Zachary was born. Since then, her career path has shifted dramatically. In 2010 she became certified as a Registered Yoga Teacher and has been teaching yoga ever since.
Jodi is a huge sports fan and is passionate about health and fitness (yoga in particular!). She enjoys spending time with her husband Ted and their son, attending sporting events, and traveling.
Job Titles:
- Co - Founder
- Co - Founder & CFP®
Kevin is a native of Buffalo, NY, a graduate of Mercyhurst College (Erie, PA), and has been advising individual investors since 1999. Kevin focuses on providing financial strategies to the professional athlete.
While attending Mercyhurst College on a baseball scholarship, Kevin earned a bachelor's degree in Finance. He was named All-Region three times and NCAA Division II All-American his junior season. Kevin also participated in the Cape Cod Summer College League for two seasons with the Harwich Mariners.
Upon graduation, the Arizona Diamondbacks drafted Kevin in the 29th round. He played three seasons with the D-backs organization as an outfielder. While leading the minor leagues with a .424 batting average, he was named Pioneer League MVP his rookie season. Over the next two seasons, injuries would hamper Kevin's offensive progress and soon ended his promising baseball career. During the off-season, Kevin had worked as a Personal Banking Consultant for Bank One where he discovered an ambition and passion to support other professional athletes with their financial needs. Using the same methodical approach he relied on while playing, Kevin dedicates himself to helping athletes build and maintain wealth for life during and after baseball.
Kevin resides in Phoenix with his wife Michelle and their two beautiful children Caleb and Caroline. Kevin is still active in the baseball community as a high school coach and is a member of the Association of Professional Ball Players.
Max Rossiter is a native of Gilbert, AZ and a recent graduate of Arizona State University where he earned a Bachelor of Arts degree in Public Service and Public Policy from the W.P. Carey School of business. He comes to the team as a Financial Advisor Associate, focusing on providing financial guidance for the professional and private clients.
Max started his college career at Central Arizona College (CAC) where he played baseball for two years while earning his associates of business degree. During his career as a Central Arizona Vaquero, he received many honors including being named First Team All-Region, First team All-conference, and ACCAC Defensive Player of the Year. He was also named to the JuCo All-Star Team and NJCAA Team USA. In 2011, Max was named Central Arizona Student-Athlete of the Year and led CAC to two conference titles. His sophomore season they made it to the JUCO World Series where they finished runner-up.
Max went on to play baseball at Arizona State University where he served as the starting catcher and was named team captain his senior season. During his career as a Sun Devil he was named Pac-12 All-Conference honorable mention twice and Pac-12 All-Academic Honorable Mention.
Max was chosen by the Tampa Bay Devil Rays and the Pittsburgh Pirates in the 2011 and 2012 Major League Baseball drafts respectively. However, he decided to forgo his professional career and continue to attend school. In 2013, after his senior year he was drafted by the Pittsburgh Pirates in the 15th round. Although he loves the game, his baseball career came to an end as his wanted to pursue other interests and begin his career in the financial industry.
Max looks forward to bringing his skills and dedication from on the field into the office and knows his passion for the game will transcend to wealth management benefiting not only professional athletes but the private client as well.
Job Titles:
- Co - Founder
- Portfolio Manager
Tim Carpenter started his financial career with Dean Witter 30 years ago. Tim serves as the Portfolio Manager and cornerstone of our Biltmore Wealth Management team. Tim's primary focus on portfolio management provides a breadth of expertise and knowledge that enables the firm to manage risk and achieve financial goals for our clients.
Tim was born and raised in Hammond, Indiana. He attended Vincennes University where he received his Airframe and Power Plant (A&P) certification from the United States Federal Aviation Administration. He graduated with a degree in Aviation Maintenance Technology. He's also completed course work at Eastern Michigan University (math & science), Harper College (equity technical studies), Arizona State University (Aerospace Engineering) and the University of Pennsylvania, Wharton College (Certified Investment Management Analyst (CIMA) 1989-1996). Tim worked as a supervisor for Republic Airlines (now Delta Airlines) in MRO (Maintenance, Repair and Overhaul) for ten years.
As Portfolio Manager Tim and the Biltmore team have been and are the primary advisors to many individuals and corporations in various industry sectors. They include but are not limited to: Aerospace, Information Technology, Communications, Professional Sports, and Non-Profit Organizations.
Tim resides in central Phoenix with his wife Karen. They have 5 children and 5 grandchildren. He enjoys spending time with Karen and the children at various family functions, being out on the links, and traveling. He is an instrument rated pilot, certified SCUBA diver, plays classical guitar and is a member of the Aircraft Owners and Pilots Association (AOPA).