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The Investment Optimizer

The Capital Avalanche

ACCELERATE. OPTIMIZE. INNOVATE.

Money Insights is an alternative wealth building firm for high income earners. We believe that traditional financial planning is broken, plain and simple! For that reason, we’re committed to teaching only the most innovative and effective wealth building strategies!

 

The Money Insights team works collaboratively to design customized, high-impact solutions that help our clients accelerate their wealth building, optimize their investing, and discover innovative ways to move from high income to high net worth!

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MEET OUR Team

Rod Zabriskie

Rod Zabriskie

President

Rod is the President of Money Insights working directly with clients and the team to create an enjoyable environment for all. He has worked in financial services since 2009, after a decade of working in small businesses for others. He holds an MBA, with an emphasis in entrepreneurship, as well as an undergraduate degree in Marketing Communications. Rod is married to Jodi, and they have 7 amazing children.

Blake Brogan

Blake Brogan

Wealth Strategist

Blake is a Wealth Strategist whose role primarily involves interacting with current and prospective clients of Money Insights. He has been in the financial services industry for eight years, primarily working with maximum overfunded life insurance strategies. Blake graduated from Grove City College with a bachelors in Entrepreneurship. He resides in Michigan with his wife and three children and in his free time enjoys playing golf and Michigan State athletics.

Brenyn McConnell

Brenyn McConnell

Wealth Strategist

Brenyn earned his bachelor degree from Utah Valley University; during the summers he managed a team of 25-40 sales reps in New York and Connecticut. He has been in the financial services industry since 2018 and focused primarily on strategies that leveraged high cash value life insurance from the beginning. Brenyn is one of Money Insights senior wealth strategists and has been apart of our team since 2020.

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Hear From Our Clients

Our customer’s feedback and experience are the most important part of what we do and what motivates us to strive forward.

Rob Hamilton

“Rod and his team have been excellent to work with — they worked well under pressure with a deadline to get us a new policy and did fantastic work. Always helpful, great to help plan the next phase in our financial journey.”

5/5
Personal Financial Planner

Rosson Shumway

“Working with Rod was a great experience. Calls were scheduled conveniently and the process overall moved as quickly as possible. Their team was very good at educating and informing me on the ins and outs of a life insurance policy and made sure everything was crystal clear before moving forward. I’d highly recommend working with these guys!

5/5

Natalia Filipof

“Rod and Brittany have been amazing to help me set up my life insurance policies!! Rod walked me through how it works and answered all of my questions. I feel Rod and his team can be trusted. I would highly recommend to anyone!!”

5/5

Jen Lemon

“We had an excellent experience working with Money Insights and are continuing to work with them on additional policies. I was so impressed with the communication as well as the education provided to ensure that we understood our policies and to make sure that they met our needs.”

5/5

Kush Singh

“I’m extremely happy with my experience with Christian and Rod. They are knowledgeable and easy to work with. I have nothing but good things to say about the entire team. I strongly recommend.”

5/5

Greg Cheatham

“Very good experience…..After opening the first policy and then getting a loan against the policy, it was so easy that I opened a second policy. My only regret is that I waited a year before I started the 1st policy. Would recommend to anyone who wants to positively change their future to begin working with Rod and Christian sooner rather than later.”
5/5
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