Why Goldman Financial Group

Rodger has over 30 years in the investment business and is dedicated to helping individual meet their financial needs.  He develops investment, retirement, and investment plans around his clients’ long-term goals and risk tolerance.  His extensive experience throughout major shifts in the markets and geopolitical events enables him to help structure a balance portfolio to address specific financial goals. 

Rodger began his career with Lehman Brothers in New York in 1988, and now resides in Ponte Vedra Beach Florida and serves clients in 23 states across the country.  In 2012 he moved his practice to Wells Fargo Advisors and looks forward to helping his clients meet their financial needs for many years to come.

Rodger earned his bachelor’s degree in political science from the University of Tulsa, and holds series 7, 63, and 65 securities licenses, as well as Health and Variable Annuity Licenses. Additionally, he maintains the PIM Portfolio Manager designation with Wells Fargo Advisors.

Away from the office Rodger enjoys coaching youth sports, playing golf, and spending time with his wife Jennifer and children, Philip, and Meredith.

Steffy works with our clients to maintain excellent service and client communication standards within our practice. This includes trading, document processing, asset movement, account maintenance, and preparing portfolio reporting.

Steffy has been in the industry since 2009 and believes in our team’s commitment in serving you through careful planning and transparent actions.

Of Laotian decent, Steffy was born in France but moved to Eagan, MN, shortly thereafter, where she lived for 13 years. In 2001, she moved with her family to Tampa, Florida. Steffy received her Bachelor’s Degree in Finance from The University of South Florida and began her career with Morgan Stanley Smith Barney. She subsequently moved with her team to Wells Fargo Advisors in Clearwater, Florida in 2010. She then moved to Jacksonville for 5 years while her husband, Thomas, completed his Orthopedic Surgery Residency at UF Health in 2013. Their 3 children, Wyatt, Kennedy and Oakley, keep them busy but in their free time, they enjoy outdoor activities such as hiking, kayaking, mountain biking, skiing and spending time with family and friends. Steffy currently holds her Series 7 and 66 registrations and Life, Health and Variable Annuity Licenses.

Tommy is dedicated to assisting clients with a sense of professionalism and attention to detail when it comes to their service needs.  These types of service include: Account maintenance, client engagement, distributions, and asset movement.

Born in Red Bank, NJ Tommy then moved to Jacksonville, FL in 1999. Tommy graduated from Florida State College at Jacksonville with a bachelor’s in business administration. Shortly after college, he started with contracting company who specialized in transitioning Financial Advisors book of business to Wells Fargo Advisors. Tommy would fly directly to branches around the country to work in person onboarding new advisors to the firm.

Away from the office, Tommy enjoys traveling with his wife Rikki in search of new hiking spots, restaurants and outdoor adventures. His other hobby includes buying, and restoring BMWs from the 1980s-1990s.

Melissa Scott, Registered Client Associate, has been in the financial industry since 1998.  Born & raised in Indiana, she joined the United States Air Force out of high school and has since resided in many states around the country and some abroad.  She started her financial career in banking, but after moving to Arizona in 2004, she was offered a position at Charles Schwab where she obtained her Registrations 7 & 63.  She spent most of her 12 years with them working in Operations under various roles.  She then met her husband Dominic and moved to Florida in 2017 where she spent a couple of years working at Fidelity Investments.  In Early 2019 during the height of Covid she saw how devastating things could be to one’s family when there isn’t sufficient life insurance, so she left Fidelity and obtained her Life, Health and Variable Annuity license and began working as an independent Life Insurance Broker.  Once Covid began to slow down, she decided to rejoin the investment world and has been with Wells Fargo Advisors since June of 2022.   Through all her experiences…she believes that working hard, putting her clients first, and maintaining the highest level of integrity and professionalism on their behalf is a must.


In her free time, Melissa can usually be found wandering around St. Augustine where she lives with her husband, two of their five children and their three dogs.  She loves the Lord, spending time with her family, all things doggies, the beach, cooking, reading, and travelling to visit any of their other three children and five grandchildren.